Overview
Updated 06/01/2022
- The Opportunities feature is key for pipe-lining prospects and tracking sales progress.
- Opportunities act as a holding space for leads
- 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.
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.
- From the Companies > Opportunities Tab
- From the Contact Activities Page under Quick Actions.
- The New Opportunity fly-out will appear
- Enter information relevant to the Opportunity
- Complete the fly-out as thoroughly as possible.
- The table below defines the fields in the New Opportunity fly-out to help with data entry
- Click Create Opportunity

Opportunity Owners

- 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.
Accessing Opportunities
The Opportunity can be accessed and viewed from multiple places within the Connect Module
- Company >> Opportunities
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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.
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- Company Dashboard
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On a Company's profile, a counter of open Opportunities is available on the Company Dashboard widget.
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- Contact Page
- Once a contact is connected to an Opportunity, they will be listed as an Open Opportunity Contact in their contact record.
- Hovering over the Open Opportunity Contact status will provide hyperlinks to of the contact's Opportunities.
- Opportunities Widget
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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.
Back to Top
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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”.
- Go to the Company/Customer you want to create a Job for
- Click Create Job
- Proceed with creating a job the same way you always have.
- If the information is missing, an icon stating “please attach Hiring Manager “ will appear.
- Once you select a Hiring Manager, you will then be permitted to create a Job.
- 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.
Opportunity Report
- Click Analyze Tab
- Search for the Opportunities Report
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