Add an Opportunity

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

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

  2. 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.

  3. You can add as many products as you want to create a total opportunity. After each product that you add, will want to select the Add Product button.
  1. After you have finished you will then select the Create Opportunity button in the pop-up

    Special Notes:

    Sales Stage

    It's 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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