Add Opportunity

BigContacts offers a robust sales pipeline and sales tracking module. After you have customized your Sales Module you can easily create sales opportunities for your individual contacts as needed.

  • From the contact record, click the Actions button and select the Add Opportunity

  • The pop-up will open and you are ready to create your sales opportunity

NOTE: Avoid adding extra characters such as dollar signs ($), commas (,) or anything other than numbers where numbers should go.

  • You can add as many products as you want to create a total opportunity. After each product that you add ,  you will want to select the Add Product button.

  • After you have finished you will click on Create Opportunity button in the pop-up

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Special Notes:

Sales Stage

  • It is important to note that you will want to first create your specific sales stages by going to the Admin and selecting the Sales Module€ link which is found under the Manage Modules section.
  • With your sales stages loaded you are now ready to click on the drop-down menu next to the Stage field

Commissions

  • This is something that you will want to customize by going to the Admin and selecting the Sales Module link which is found under the Manage Modules section.

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