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Opportunities

Opportunity management is one of the integral part of Sales as it allows you to control the sales process.

Opportunities are recorded against Sales Contacts where the following information about a potential sale is recorded:

  • Opportunity Source
  • Opportunity Stage
  • Opportunity Type
  • Close Lost Reason
  • Sales Contact Stage

The Opportunity Page

The Opportunity Page allows you to:

  • Add an Opportunity
  • Manage Opportunities
  • Edit Opportunities (for Admin, Sales Admin, and User roles only)
  • Delete Opportunities (for Admin and Sales Admin roles only)

Under the Sales Tab, you’ll find Opportunities on the Left Navigation Bar. On the Opportunity Page, you can:

  • Add New Opportunity
  • Search Opportunities
  • Filter by Owner
  • Filter by Open or Close
  • Toggle between how you want to View Opportunities:
    • Option 1: Board where you can Drag and Drop an Opportunity in their new respective Stage
    • Option 2: List of all Opportunities where you can sort by column or filter by Opportunity Stage

Board

You can Add and Manage Opportunities by using the Drag & Drop functionality to move Opportunities from one stage to another until closed.

An example of Drag and Drop functionality

List

When you select the List toggle to view Opportunities, you have the options to filter Opportunities by Stages or to sort by each column.

At the bottom of the list either navigate through the page numbers or select how many entry per page you would like to view at a time.

Click on the Actions Menu if you need to Edit or Delete Opportunities.

PLEASE NOTE: Editing and Deleting Opportunities are restricted to certain roles:

  • Edit Opportunities requires either Admin, Sales Admin or User roles
  • Delete Opportunities requires either Admin or Sales Admin roles

Opportunity Stage

An Opportunity Stage categorises the lifecycle of the Opportunity as it progresses.

This is vital for Opportunity management as it is used in the Opportunity Board and in dashboard metrics. The default Stages are already set for you, such as:

  • New Opportunity
  • Pending
  • Application Sent
  • Closed Won
  • Closed Lost

Please Note: You can change the above by navigating to LRM > Settings >Dropdown Lists

Ensure you set the correct Win Probability especially Won and Lost.

On Closed Won, you will have the option to perform either of the following:

  • Create Task
  • Send Email
  • Enrol Learner
  • Close