The Opportunities Module in CentraHub CRM stores the data of all the business transactions that are done between the business entity and its customers. In B2B business operations, the Opportunities Module helps in keeping track of all the business transactions along with all details, major and minute, on a single platform.
1. Click Opportunity Module on the left side of the marketing application dashboard.
2. Access the drop-down list and click on Create Opportunity. The New Opportunity page would displayed.
3. On the New Opportunity page, enter the relevant details.
Refers to the name of the transaction.
Refers to the customer with whom the transaction is done.
Refers to the contact information of the prospect.
Refers to the source through which the lead was obtained.
Refers to the user using the CRM.
Select the type from the drop-down list to which this business transaction belongs.
Refers to the pricing details of the product/service being used for the business transaction.
Specify the campaign through which the lead was obtained.
Refers to the current stage of the opportunity.
Refers to the probability about the opportunity succeeding
Select the status of the business deal.
Select the currency of the country to which the prospect belongs to.
Refers to the description related to that opportunity.
Refers to the forecast category of the business deal i.e., whether it is the best case, omitted, in pipeline, closed, committed and so on.
Closing date by which the deal is expected to be finalized.
Refers to the exchange rate in which business transaction would be carried out.
4.Click the Save button to save the Opportunity.
Note: Use the ‘save & new’ option if you want to create a fresh opportunity again. If you merely wish to save the current opportunity, just click on ‘Save’.
1. Click on Opportunities in the Marketing Dashboard menu.
2. Click View Opportunity. The View Opportunity page would be displayed.
Edit the saved Opportunity.
Select the view layout of the Opportunities page.
Shows the users who can access the page.
Create a new Opportunity.
Perform various other actions.
View Opportunities in list view or split view.
Search the saved Opportunity by entering its name in the searchbox.
Sort the Opportunities by using filter options.
3. Click on any Opportunity to access its detailed information.
Edit the details of the Opportunity.
Delete the Opportunity.
Clone the selected Opportunity and enter the desired details.
View complete details of the selected Opportunity.
Add tags that could be used throughout the module.
View the activities and attachments about the selected opportunity.
Shows all the activities, changes and edits related to the opportunity.
Print the page.
Send the page data via email.
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