Crm opportunity management for Supervision

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let's learn how to manage opportunities in Centrics one to have an overview of your existing opportunities navigate to the opportunities module here you have a summary of all opportunities and sales stages associated with all contacts and accounts opportunities can be edited in this view but not created to create a new opportunity navigate to a contact or account let's create a new contact based opportunity in the contacts module click on the contacts name then the plus button in the opportunities widget this brings up the opportunity creation form we'll start by naming the opportunity then adding a creation date the creation date would usually be today's date but if you are creating an opportunity from a few days ago it can also be backdated then we have a closing date or an expected closing date in this case let's assume that would be in two weeks we can then select the opportunity level Centrics 1 comes with default opportunity levels which can be modified and customized by the account administrator every opportunity level is associated with a probability of success I am going to assume that this opportunity is a prospect which puts us at 25 probability we can add additional information such as who is the sales rep what list we want this opportunity associated with and add notes in the description we can then add different items to the opportunity to reflect what is being sold in this case let's assume the first item is a 12-month subscription at 89 per month by entering these details the total revenue is calculated if you are selling multiple products more items can be added with the add item button taxes are calculated in your accounting software and not the CRM so here is the opportunity and the information we have entered so far we can go ahead and include even more information such as notes tasks and documents let's start with notes notes only exist in Centrics 1 under opportunities once a note is added this can no longer be edited it acts as a history of what has happened with this opportunity when tasks are added here in the edit opportunity form they will be Associated to the opportunity and not the contact or account documents such as quotes or contracts can be added in the documents tab this history tab shows us all activity associated with this opportunity once all the information is entered let's save and close the opportunity now appears in the opportunities widget it is important to note that if you create an opportunity under a contact the opportunity will be linked to that contact as well as to their Associated account if there are multiple contacts within the same account the opportunity is still only visible under the contact's name where it was created and not under the other individual names let's review what we see in the opportunities module now we'll start with the overview here we see our opportunity that we created with the same information under the 25 probability sales stage if we click on it we can edit it from here we can also click and drag it along the sales stage as the opportunity progresses additionally different filters can be used to view specific opportunities in the reports view we have the same information as in the overview but in a list format another view on opportunities can be found in the dashboard module the current opportunity that we are working on is in the pipeline the pipeline consists of all opportunities that we see in the overview except for those that are closed deal at 100 percent in this view we can manage our filters and see an overall report on the number of opportunities in the pipeline the estimated Revenue the pipeline of each sales rep which products are in the pipe and a sales funnel in the sales View data is organized similarly except the opportunities that we see here are all at 100 closed deal [Music]