Tracking potential sales opportunities helps you manage your pipeline effectively and close deals faster. In BIGContacts, you can create opportunities directly from a contact record, ensuring every interaction is documented and aligned with your sales process.
Organized Sales Tracking – Keep every deal in one place, linked to the right contact for easy follow-ups.
Accurate Pipeline Management – Monitor where each opportunity stands in your sales process to make informed decisions.
Customizable Stages & Commissions – Tailor sales tracking to fit your workflow and reward your team appropriately.
When a potential customer expresses interest in your product or service.
When an existing client is considering an upgrade or additional purchase.
When you need to track multiple deals across different stages of your pipeline.
Before adding opportunities, set up your sales stages:
Go to Admin > Modules and open Customize Pipelines.
On the Customize Pipeline page, switch to the Stages tab.
Click Add Sales Stage to create a new stage.
Enter the required details for the sales stage you want to add, then save your changes.
If commissions are part of your sales process, customize them in the Sales Module:
Go to Admin > Modules and open Customize Pipelines.
Click the Pipelines tab from the menu bar, then configure the commission settings as needed.
That's all about adding opportunity to your contact. If you encounter any issues or have any questions, don't hesitate to reach out to our support team.