Create and use Opportunities

The Opportunities feature is key for pipe-lining prospects and tracking sales progress and act as a holding space for leads.

Key Takeaways

• Potential accounts, contracts, or new business development.
• Next Step action allows you to set the Due Dates and track each step
  • You can also link to your Gmail or Outlook Calendar
• Associate an opportunity to a contact record and log all activities on the contact level.
  • Anything logged on the contact will also be associated with the corresponding company record.

Resources:

• 2 Minute Use Case: Opportunities
• Feature Spotlight: Opportunities Widget and Reporting
  
  

CHAPTERS

Creating Opportunities
Accessing Opportunities
Companies > Opportunities Page
Turn an Opportunity into a Job
Viewing Opportunities
Opportunity Report

Creating Opportunities

Opportunities can be added in various places in Avionté.

1. From the Companies > Opportunities Tab
   
   
   
   
2. From the Contact Activities Page under Quick Actions.
   
   
   
   
3. The New Opportunity fly-out will appear
4. Enter information relevant to the Opportunity
   
   
   
   
   1. Complete the fly-out as thoroughly as possible.
   2. The table below defines the fields in the New Opportunity fly-out to help with data entry
5. Click Create Opportunity
   
   

Field	Description
Opportunity Owners	The Opportunity Owners are the users that have been assigned primary ownership of an opportunity.  When an opportunity is created, the user who created the opportunity is assigned as the owner by default.
Opportunity Contact	Associate the opportunity to a Contact record. Typically, the contact is the hiring manager for the positions related to the opportunity.
Opportunity Name	Give the opportunity a name. The best practice is to use the Job Title of the position.
Opportunity Type	Select a category for the opportunity from the drop-down. These Types are completely configurable in the Utilities section.
Current Stage	Select the stage the opportunity is on at this moment. Typically. this should be the first stage in your sales process.
Next Step	Indicate what needs to happen next to progress the opportunity to the next stage.
Nest Step Date	Enter the target date by which you should complete the next step.
Amount	Enter the dollar amount of the total earning potential of the opportunity.
Commitment	This field is used to indicate the dollar amount the company has committed to so far.
Notes	Free-text area to enter notes about the lead.

 

Opportunity Owners

The Opportunity Owner is the creator of the opportunity, which defaults to the current user, but can be changed.

 

 

• To change the owner of an opportunity, click the "edit" button in the Opportunity Overview section.

 

 

• Then select a new Owner from the dropdown list.

 

Opportunities can have multiple owners.

 

 

Accessing Opportunities

The Opportunity can be accessed and viewed from multiple places within the Connect Module

1. Company >> Opportunities

   1. The Company > Opportunities tab is the main hub for tracking opportunities. All Opportunities for the company are listed here, and users can click on an Opportunity name to open it.

      
      
      
      
2. Company Dashboard

   1. On a Company's profile, a counter of open Opportunities is available on the Company Dashboard widget.

      
      
      
      
      
3. Contact Page
   1. Once a contact is connected to an Opportunity, they will be listed as an Open Opportunity Contact in their contact record.
   2. Hovering over the Open Opportunity Contact status will provide hyperlinks to of the contact's Opportunities.
      
      
      
      
      
4. Opportunities Widget

   1. The Opportunities widget displays all opportunities on which you are the Owner. This is a great way to quickly access the Opportunities you are working.

      
      

 

Companies > Opportunities Page

All opportunities for the company are listed here, and users can click on an opportunity name to open it.

Example

Turn an Opportunity into a Job

From the Opportunity Tab within the company profile, you can flip an Opportunity into a Job with ease. If the information pertaining to the Opportunity is filled out correctly, you will see an icon that says, “Create Job”.

1. Go to the Company/Customer you want to create a Job for
2. Click Create Job
   1. Proceed with creating a job the same way you always have.
   2. If the information is missing, an icon stating “please attach Hiring Manager “ will appear.
      1. Once you select a Hiring Manager, you will then be permitted to create a Job.
         
         

Viewing Opportunities

To see a full list of opportunities, you can leverage the Tasks Tab.

Opportunities Report

• Information on the Opportunities Report

1. Click Analyze Tab
2. Search for the Opportunities Report