Creating a New Opportunity
Estimated Time to Complete: 5 minutes
Last updated
Estimated Time to Complete: 5 minutes
Last updated
There are lots of moving parts to closing a sale and making that money!
Daylite's Opportunities simplifies the sales process, saving you time and hassle. By consolidating key details and tracking every stage of the sales process using information from your Activity history, not only will you never miss closing a deal again, but you will secure new business more quickly.
Help your revenue grow! Here's how!
An Opportunity represents the potential for new business. Opportunities help you track business leads, turn prospects into clients, and forecast potential revenue. They store important information like key details, current state, probability to close, total value, and classification.
The easiest way to start tracking new leads is to create a new Opportunity with the New Item button from the home screen: Home > + New > New Opportunity.
Populating the New Opportunity Card
When you create an Opportunity in Daylite, linking all relevant information not only centralizes this information to the opportunity specifically, it also links directly into the rest of Daylite, meaning it can be accessed anywhere in Daylite you happen to be. The more information you can fill out, the richer your data and tracking become. And don't worry - you can always come back to an Opportunity and fill in additional details as you acquire them.
Below is an example of an Opportunity card. You are encouraged to fill out as much as you can, paying close attention to fields specific to Opportunities, including:
Link - Contact and Company of lead
Select/Apply - Appropriate Pipeline
Value - An estimate of how much revenue the opportunity is worth based on what is known at this point. A high-value Opportunity could be considered more important than a low-value one.
Probability - The measure of how likely the Opportunity is going to be Won. The Probability does not affect the value of the Opportunity.
Forecasted Close Date - The anticipated close date, based on your knowledge & experience, the client will agree to your offer and you win the opportunity.
Once you've entered all the known details about the Opportunity, click save and your new opportunity will show on the Opportunities Board.
Congratulations! You are well on your way to efficiently and effectively closing more deals and making more money!
To review, you have:
