Managing Opportunities

Learn how to manage CRM board opportunities in Nexudus.

Opportunities are current or prospective customers who are included in one or several stages in CRM boards. When you set up CRM board stages, you have to define an opportunity subset. Opportunities are simply a customer subset who meets a specific condition. As customers meet the condition, they are added as opportunities to the stage. You also have the option to manually add opportunities to CRM boards in Nexudus. 

This article covers the following step-by-step guides: 

Manually Adding Opportunities 

Opportunities automatically populate stages when customers meet the conditions defined the stages. You also have the option to manually add new opportunities to any CRM stage in Nexudus. 

  1. If the side menu is not visible, click .
  2. Click CRM > Opportunities.
    The list of opportunities is displayed.
  3. Click Add Opportunity.

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  4. Select the customer you want to add as an opportunity from the Contact dropdown list. 

    Manual_Opp_step_1.png

  5. Select a CRM stage from the Stage dropdown list.
    You can see each stage and its corresponding CRM board in the dropdown list.

    Manual_Opp_step_2.png

  6. Select a status for your opportunity from the Status dropdown list. 
    You can choose In Progress, Won or Lost

    Manual_Opp_step_3.png

  7. Add any necessary notes in the General Notes field.
    These notes are internal and won't be shown to customers.

    Manual_Opp_step_4.png

  8. Select a administrator who will be responsible for the opportunity from the Owner dropdown list.
    The admin user adding the opportunity is selected by default. 

    Manual_Opp_step_5.png

  9. Click Save

Your new opportunity now appears in the Opportunities list and you will find it in the relevant CRM stage. 

 

Editing Opportunities 

You can edit your opportunities at any point from the Administrator Panel. 

  1. If the side menu is not visible, click .
  2. Click CRM > Opportunities.
    The list of opportunities is displayed.
  3. Click on the opportunity you want to edit. 
  4. Edit the opportunity record. 
    The table below details the fields available in each opportunity record. 

    Opportunity Field 

    Field Description 

    Contact

     

    Defines which customer should be added as an opportunity.

    If you want to add an opportunity who isn't registered in your space, enter their full and click Add Xxxxx Xxxxx to create their customer record.

    Team / Group

    Defines the team of the opportunity.

    If the customer isn't part of any team, leave the field blank. 

    If you want to add a new team, type the name in full and click Add Xxxxx to create a new team record.

    Stage

    Defines the stage where the opportunity should be added.

    Category

    Defines the opportunity category.

    If you want to add a new category, type the name in full and click Add xxxx at the top of the drop-down list.

    Status

    The opportunity can be:

    • In Progress 
    • Won
    • Lost
    General notes

    Defines any internal notes you may have. These notes are never visible to customers.

    Source

    Defines how the opportunity heard about your space. This field is more relevant for prospective customers.

    You can choose from the following: 

    Follow up by

    Defines a date by which the opportunity becomes due.

    Value

    Defines the monetary value of the opportunity. This field is useful for prospective customers or current customers who planned on cancelling their plan.

    Agent

    Defines the admin user who will be notified to complete a task list linked to a stage and its opportunities. 

    Owner

    Defines the admin user responsible for the opportunity.

    Referrer

    Defines the customer who referred an opportunity.

  5. Click Save Changes

Exporting Opportunities 

  1. If the side menu is not visible, click .
  2. Click CRM > Opportunities.
    The list of opportunities is displayed.
  3. Hover your mouse next to the opportunity you want to export and tick the checkbox.

    mceclip1.png

  4. Tick the checkbox next to all the opportunities you want to export. 
    You are limited to 50 records at a time. 
  5. Click Export All from the Bulk Actions menu. 

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  6. Click Download Export File.

 Your download start immediately and should only take a few seconds. You can find the Excel file in the Downloads folder on your device. 

Deleting Opportunities

You may need to delete opportunities from time to time. You can delete opportunities at any stage through the Administrator Panel. Deleting opportunities doesn't impact customer records. 

 Deleted opportunities cannot be recovered in Nexudus.

  1. If the side menu is not visible, click .
  2. Click CRM > Opportunities.
    The list of opportunities is displayed.
  3. Hover your mouse next to the opportunity you want to delete and tick the checkbox.

    mceclip1.png

  4. Tick the checkbox next to all the opportunities you want to delete. 
    You are limited to 50 records at a time. 
  5. Click Delete from the Bulk Actions menu. 

    mceclip2.png

  6. Click Yes
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