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.

• You have been invited to visit the client for a meeting about your services.

All of these could be considered buying signs, and may indicate your prospect is interested in becoming a customer. As a business, you will need to decide what constitutes a trigger to create an Opportunity.

Depending on your business or industry there may be a variety of reasons to add an Opportunity to Daylite. Maybe one or more prospects you have been working on expresses buying signs or perhaps an existing client contacts you to talk about a repeat service or product purchase.

In any case, it is important for you to decide on when you should create New Opportunities.

Pro Tip:

If you are reasonably confident that this deal will move forward, you should add them as a New Opportunity, and immediately assign a Pipeline.