2015-11-05 11:25:10 +00:00
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When you know a Lead is looking for some products or services to buy, you can
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track that as an Opportunity.
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You can create an Opportunity from:
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> Selling > Opportunity > New Opportunity
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or open a “Open” Lead and click on “Create Opportunity” button.
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#### Figure 1: Create Opportunity
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2015-11-06 10:13:32 +00:00
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<img class="screenshot" alt="Opportunity" src="{{url_prefix}}/assets/img/crm/opportunity.png">
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2015-11-05 11:25:10 +00:00
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You can also open a “Open” Lead and click on “Create Opportunity” button.
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#### Figure 2: Create Opportunity from an open Lead
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2015-11-06 10:13:32 +00:00
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<img class="screenshot" alt="Opportunity" src="{{url_prefix}}/assets/img/crm/lead-to-opportunity.png">
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2015-11-05 11:25:10 +00:00
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An Opportunity can also come from an existing Customer. You can create
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multiple Opportunities against the same Lead. In Opportunity, apart from the
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Communication, you can also add the Items for which the Lead or Contact is
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looking for.
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> Best Practice: Leads and Opportunities are often referred as your “Sales
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Pipeline” this is what you need to track if you want to be able to predict how
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much business you are going to get in the future. Its always a good idea to be
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able to track what is coming in order to adjust your resources.
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{next}
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