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 €œActions 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 €œtotal€ opportunity. After each product that you add, will want to select the €œAdd 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 €œManage Modules€ section.

    With your sales stages loaded you are now ready to click on the drop-down menu next to the €œStage€ field


    This is something that you will want to customize by going to the €œAdmin€ and selecting the €œSales Module€ link which is found under the €œManage Modules€ section.

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