Managing Opportunities

1. If the side menu is not visible, click .
2. Click CRM > Opportunities.
   The list of opportunities is displayed.
3. Click Add Opportunity.
   
   
   
   
4. Select the customer you want to add as an opportunity from the Contact dropdown list. 
   
   
   
   
5. Select a CRM stage from the Stage dropdown list.
   You can see each stage and its corresponding CRM board in the dropdown list.
   
   
   
   
6. Select a status for your opportunity from the Status dropdown list. 
   You can choose In Progress, Won or Lost. 
   
   
   
   
7. Add any necessary notes in the General Notes field.
   These notes are internal and won't be shown to customers.
   
   
   
   
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. 
   
   
   
   
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:  Web Phone Webinar Referral PrintAdvert Purchased List Word of Mouth Direct Email Email Marketing Broker Property Agent Facebook Linkedin Instagram Twitter HubbleHQ LiquidSpace GoogleSearch Hubblehq InstantOffices OfficeFreedom FlexiOffices Workthere Kontor Valve Social network (other) Other Owner
   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.
   
   
   
   
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. 
   
   
   
   
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. 

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.
   
   
   
   
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. 
   
   
   
   
6. Click Yes.