JeffreyAI Help & Support
Popular searches: AI Email, Contacts, Engagements
Popular searches: AI Email, Contacts, Engagements
September 30, 2024• admin
The Opportunities page allows you to track your progress with current deals and potential leads. You will also be able to see the value of the opportunities individually, at each stage, and in total.
The opportunities table will list every current opportunity created, and from the table you can view the stage, type and value. You will also be able to view the date created and the associate at the company to speak to.
Opportunities can also be viewed in pipeline view, which will list all the opportunities by the stage they’re currently at. Each opportunities tab will show the name, value and date created. You will also be able to see the total value of each stage’s opportunities at the bottom of each column.
On the table view, you will be able to select opportunities via the tick boxes next to their names, this will open a number of options in the bottom left corner of the table.
When one or more opportunities are selected, you will have the options to delete, copy or export the data. Deleting the data will open a text box to confirm your actions. You will be able to export the data into a xml or csv format.
You can create a new opportunity by selecting the “Create opportunity” button in the top right corner, this will open up a side column where you can type in the details.
When creating an opportunity, you will be able to assign the opportunity to a user, select the current stage and value, and add other details such as the associated company and contacts. You will also be able to set a date by which you aim to close by. You can also add any additional data not previously available by selecting the custom fields button.
Once all the mandatory fields are filled in correctly, press create to add the new deal to your table, you will also be able to cancel the creation at any time.