Create an Opportunity

Modified on Thu, 4 Jul at 12:39 PM

Follow the steps below to create a new opportunity:

  1. Either click on opportunities from the Quick Add menu at the bottom of the screen or navigate to Opportunity -> New Opportunity

    Quick Add menuOpportunities -> New Opportunity

  2. Fill in all the relevant information (See description of information below)

    • Opportunity name: The name of your opportunity.
    • Contact: The primary external contact person on the opportunity.
    • Company: Associate the opportunity with a company.
    • Billing Entity: The billing entity linked to this opportunity.
    • Rate Card: The rate card associated to the opportunity
    • Description: Description of this opportunity
    • Owner: The user you are assigning this opportunity.
    • Default Billing Rate: Choose the relevant Billing Rate or Item type you want to select by default for all user types on this opportunity. E.g. Creative Concept, Creative Direction, Design, Digital Architecture
    • Billable By Default: Choose if the tasks in this opportunity are Billable or Non-billable by default.
    • Private: Setting to Private will make the opportunity only visible to the users with assigned tasks in the opportunity.
    • Signed: Set to signed when opportunity has been confirmed. The opportunity will then change to a job.
    • External reference: Insert a reference that can be used to automatically associate emails to this opportunity by adding (m#reference) to the email subject.
    • Closing Date: The target closing date for the opportunity. This is used for forecasts in the reports.
    • Duration(Months): What is the expected duration (term) of the job once it is signed? The duration is used to calculate the end date of the job.
    • Amount: A monthly or once-off estimated value of the opportunity.
    • Status: The current status of the opportunity. E.g. Lead, Proposal, Hot. See a tutorial on customising your status lanes.
    • Probability: The percentage chance of closing this opportunity.
    • Colour: If you've setup colors for your account, you can choose the color label here
    • Notify: Send email notification to the owner about the new opportunity or of any changes being made. 
    • Watcher: Add Watchers who will receive email notifications when important changes happen on the opportunity.
    • Tag: Insert comma separated tags for easy searching and reporting. E.g. Conference, Marketing, London
  3. Save

Creating Sub-Opportunities 

A sub-opportunity is a means of creating smaller projects in one overarching one for particularly complex opportunities/projects. For example, if you are managing a large project, you might want several smaller projects for reporting/management purposes. 

Follow these steps to create a Sub-Opportunity

  1. Find your Opportunity
  2. From the "Burger" menu in the upper right corner click "Add Sub-Opportunity"

  3. Click on the name of the opportunity.
  4. This will take you to the dashboard for that opportunity.
  5. Click on "Actions" and locate "Add Sub-Opportunity" and click it.
  6. Fill in all the relevant information for the sub-job.
  7. Save.

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