Learn how to efficiently add new opportunities to your pipeline in Surplus Systems' CRM. This guide covers inputting opportunity details, assigning them to the correct sales stage, and ensuring they're actionable, enhancing your ability to track and manage potential deals.
1. To locate Opportunities, go to 'Deals'.
2. Next, select the 'Add Opportunity' option to proceed.
3. Then, specify the contact name by selecting from the list.
4. Next, input the contact's email in the provided field.
5. Then, enter the contact's phone number.
6. Select additional contact details from the list..
7. Select a pipeline for this contact.
8. Choose a stage for this contact.
9. Choose a status.
10. Provide Opportunity value.
11. Select an owner.
12. You may also add followers for this contact.
13. Fill in the business name for this contact.
14. Provide Opportunity Source information.
15. Select Tags for this contact.
16. Select an Auction Date.
17. Click 'Create' to finalize and create the opportunity.
