Create an Opportunity

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 menu	Opportunities -> 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