Step-by-Step Guide: Creating Opportunities

Opportunities are pivotal in managing potential sales within ClientStack. This step-by-step guide will walk you through the process of creating opportunities, enabling you to efficiently track contacts through the sales pipeline.

In this Article

• Step 1: Accessing the Opportunities Section
• Step 2: Creating a New Opportunity
• Step 3: Adding Details and Notes

Step 1: Accessing the Opportunities Section

• Log in to your ClientStack account.
• Go to your sub-account
• Navigate to the "Opportunities" section from the sidebar menu.

Step 2: Creating a New Opportunity

• Once you're in the Opportunities section, click on the "+ Opportunity" button on the top right.
• Fill in the relevant details for the opportunity, such as the contact name / information, pipeline details and opportunity value.
• Optionally, you can add other values to this opportunity or make the opportunity owner a specific user or team member responsible for managing it.
• You can also add multiple contacts under Additional contacts fields to the opportunity (Note that you will only be able to access the information of the primary contact across different sections of the platform)
• Click on "Create" and the opportunity will be created and will start showing in the Opportunities dashboard.

Step 3: Adding Details and Notes

• You can click on any opportunity to open its edit page.
• In the opportunity details page, you'll find fields to add additional information about the opportunity.
• Include any relevant notes or details about the contact's needs, preferences, or interactions.
• These notes and tasks will also start reflecting in the contact's information.