Opportunities
What is an Opportunity?
Simply put, an Opportunity is when one of your Contacts expresses an interest in a product or service you offer.
For example:
Your Contact talks about a budget amount for an upcoming project they are considering.
They talk to you about a proposed deadline.
They ask you detailed questions about the services or products that you offer.
All of these could be considered buying signs, and may indicate your client is interested in becoming a customer. Before that happens though, they are an Opportunity.
What Does a New Opportunity Look Like?
Daylite Opportunities help gather all kinds of information about your Contact such as:
Name, address, phone numbers, email addresses
Details such as birthdays, hobbies, or interests
The Roles held by People at their Companies
Tasks, Meetings & Notes that you want to add
Any email correspondence between you and the contact
And so much more
When you create an Opportunity in Daylite, it not only contains all the information relating to the Contact, but it also ties directly into the rest of Daylite, which means it can be accessed anywhere in Daylite you happen to be, at a moments notice.
We will go through each part of a New Opportunity so you understand why it is so important to fill out as many sections as you can.
The Opportunity Name or Title
Try to be as descriptive as possible so you will know at a glance what this Opportunity represents.
The Pipeline
Each Project you undertake may have multiple Pipelines, and each Pipeline will have multiple Stages to be accomplished before you can move on.
Keywords
You can assign multiple Keywords to an Opportunity.
Category
These are colour coded, and would usually reflect the name of the of the service or product that your business offers.
The State
Opportunities are set to Open when first created. Unlike other areas of Daylite, these drop-down headings cannot be modified.
Value
The Value is the an estimate based on what is known at this point in time. A high value Opportunity could be considered more important than a low value one.
Probability
This is a measure of how likely the Opportunity is going to be Won. The Probability does not affect the value of the Opportunity.
Forecasted Close Date
Another important factor is the forecasted close date. This represents the date, based on your knowledge & experience which is continually revised, when the client will actually decide to agree to your offer and you win the opportunity.
Linked People & Roles
As a small business owner, you know more than anybody else how many “hats” you wear in a day. Each of these hats are called Roles, and by defining each Role a linked Contact has in a Company, it helps you to make decisions about who is the best Person to contact when you want to move the Opportunity along.
As an example, the Role of "Decision maker" would indicate that this person has the authority to purchase your product or service. The Person with the Role of "Advocate" is only able to make recommendations to the Decision maker. The Person with the Role of “Executive Assistant” would be able to provide access to the Decision maker.
Click on + Add Person to link someone to your Opportunity, and then select Role to define how what role they play.
Auto-Linking Companies to an Opportunity
Daylite has a really handy feature that allows you to control whether associated companies should also be linked to your Opportunity automatically, so you don’t have to remember if a company and Opportunity belong together.
Navigate to Settings > Companies.
You can choose companies based on Type, Industry and Region.
You have four different choices when using Default Company Auto Link.
Auto-link a Person’s Note & Emails When you create a Note or link an email to your Contact via Daylite Mail Assistant, they are also linked to the Person's default Company. This is helpful because not only do have a separate history for your Contact but it also provides a history showing all emails and notes for the Company as well. This saves time having to look in individual profiles for all of the correspondence.
Auto-link a Person's Tasks to the Default Company If a Task is added to a Person’s profile, it is also linked to their default Company. This means that you can see all the Tasks that have been created for the Company.
Auto-link a Person's Appointment's to the Default Company If an Appointment is added to a Person’s profile, it is also linked to their default Company. This means that you can see all the Appointments that have been created for the Company.
Auto-link a Person's Opportunities & Projects to the Default Company This will add a Person's default Company to an Opportunity or Project.
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