Converting leads to opportunities for teams

How to create outlook signature

as a lead becomes serious it's important to convert the lead into an opportunity an opportunity allows you to add it to your sales funnel place a forecast date and a dollar amount right now I'm looking at my lead portal as you can see I'm in the lead management section under the leads Tab and as you can see down below there's a lead there that I've been working on for a while so if we take a look at this lead we'll notice that it's currently in the follow-up stage as you begin working on the lead it will go through various stages when it becomes legitimate you'll move it into an opportunity stage or what we call a success stage to convert this lead to an opportunity we want to move it into my opportunity success stage so I'll click on the follow-up stage name it'll load a window with additional stages I can move it to I want to come to my success area and click on the opportunity option an additional window will for the opportunity details and this will take the default information that was entered for the lead I'm going to actually update the short description because I have more information as to what it is they need to purchase it's going to be a Voiceover IP phone system I will now add my detailed description so I know that this is a system that would like to lease that needs to support 25 users they'll need about 20 voicemail boxes and an automated attendant from here I'll end enter my amount and I know that this type of system typically goes for about $155,000 from here I'll choose my probability this is the chance of closing it's percentage so I'll choose a drop down box and I'll say that this is a 70% chance of closing High closing right here so more than likely I have this deal and it will probably close now I'll set my closing date this is an estimate as to when you believe that this particular opportunity will close they mentioned on the call with me that they would like to purchase within the next three months so I'll click the calendar icon and I will set that three months out which would make it June and we'll say the 15th I now need to choose the stage that this opportunity is in and if you click the drop down box you'll have a few options here so I already presented them with my solution I gave them an overview as to what I would recommend so I'll set this stage to solution presented similar to how you manage lead stages you want to push these this opportunity through the appropriate stages until it's either won or lost so right now I'll select solution presented you can customize these stages within the setup area of the customer center so you do have some customization options there and we can also assign this to a specific representative you would obviously just click this drop down box and select their name from the list I'm going to leave it assigned to myself uh but you can create the opportunity and then assign it to the rep if you need to and the last option here is to select the default sales track uh these are set up again in the customer center setup you can customize these these are just the actual items that need to be taken until the actual opportunity uh is either won or lost uh usually you'll have a default one so I'll select a drop down box and I'll choose the basic product default sales track that I set up and if we scroll down uh you'll notice that the opportunity information has already been filled out this was a lead that came in from an inbound phone call um so it it's relating the task as well automatically for us and from here all we need to do is click the save button and our opportunity has now been created notice that the stage is now an opportunity and the actual lead at this point has been completed because it's now been converted to an opportunity at that point this lead is finished and to actually manage the opportunity you would want to go up to the top of the screen and click this opportunities Tab and that will take you to the opportunities dashboard that's the entire process of converting a lead to an opportunity as always any questions comments or suggestions you can email us at service structured web.com thank you for taking the time to watch this video and have a good day