To use the sales opportunity feature in Connect it will firstly need to be enabled in the 'Options' area of the 'Settings' in your account. Click here for more information.
Adding an opportunity
Go to Connect and choose Opportunities from the options at the top.
Then, click 'Add an Opportunity' which you find in the 'Tools' on the right hand side of the screen.
Fill in as much information as you can, including:
- A description of the opportunity itself.
- If there is a value, put that in the box.
- Choose the likelihood of the opportunity coming to fruition (using the stars).
If the contact already exists in Connect, just start typing their name into the box, if not, click 'Create new contact' to create a new contact for the opportunity.
Once all fields have been completed, click 'Create' at the bottom and the opportunity will be created.
Updating/editing an opportunity
To update an opportunity, go to the opportunities area in Connect and find the opportunity you want to update. The window will then display the details of the opportunity and you are able to update or edit any aspect.
Closing an opportunity
To close an opportunity, simply locate it in Connect and then then click on it to open it up. Now simply click on the status of 'won' or 'lost' and the opportunity will be closed.
You can reopen an opportunity at any time by changing its status to 'alive' or 'on hold'.