How to Add an Opportunity in BIGContacts

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.

Why This Matters

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 Should You Add an Opportunity?

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.

Steps to Add an Opportunity

From the contact record, click "More" and select "Add Opportunity".

A popup window will appear, and you are ready to create your sales opportunity.

NOTE: Ensure that only numbers are entered in numeric fields. Avoid adding extra characters such as dollar signs ($), commas (,), or any other symbols.

You can add multiple products to the opportunity as you want to create a total opportunity. After entering the details for each product, click on "Add Product" to include it in the total opportunity.
After you have finished, click "Create" to save the sales opportunity.

Special Notes:

Sales Stage

Before adding opportunities, set up your sales stages:

Navigate to Admin -> Customize Pipeline under the "Manage Modules" section.
Click on "Stages" in the menu bar and select the "Add New Sales Stage" option.
Input all the required details for the specific sales stage you want to use in your pipeline.

Once configured, it will appear in the dropdown menu within the Stage field. Select the appropriate stage when creating a new opportunity.

Commissions

If commissions are part of your sales process, customize them in the Sales Module:

Navigate to Admin > Customize Pipeline under the Manage Modules section.
Click on "Pipelines" from the menu bar and configure the commission settings as needed.

Once configured, the commission settings will be applied to your sales opportunities.

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.