Lead Opportunities

Lead Opportunities let you track what kind of financial reward you are expecting to make from a lead, in a certain interval of time, including an optional confidence interval.

Where to set the opportunities for a Lead

Opportunities are one of the lead attributes that you manage in the lead view.

• Search for the lead
• When on the lead view, on the left side, click on Opportunities and start filling the info.
  •  Value $: Is the amount of money you expect that the lead will render to your business after closing them.
  • Period: Is the period of time that the money is expected to be collected in.
  • User: Is the user assigned to follow up with the lead on this opportunity.
  • Status: The status of the opportunity (Active / Won / Lost) according to the behavior of the lead to your deal.
  • Created Date: The day you start the pursue the lead with a specific offer.
  • Close Date: The day expected to stop the pursuit.
  • Confidence: Is the confidence rate according to the behavior of the lead to your deal.
  • Note: Leave your notes here, to pick up on them later on.
  • Don’t forget to Save your work.

Opportunities are also viewable in the Reports section.