Working the deals inside opportunities

OPPORTUNITIES SETUP & MANAGEMENT

WHAT IS AN OPPORTUNITY (IMPORTANT CONTEXT)

An opportunity is a potential deal or lead you are tracking inside your pipeline.

It includes:

• Contact (lead)

• Pipeline

• Stage

• Deal value

• Notes & activity

👉 Think of it as the actual deal card your team works on.

WHY OPPORTUNITIES MATTER

Opportunities help you:

• 👀 Track every deal in one place

• 📊 Forecast revenue based on deal value

• 🤝 Assign ownership (who handles the lead)

• ⚙️ Automate follow-ups and workflows

👉 This is what turns your pipeline into a working system, not just a list.

⚙️ STEP-BY-STEP: CREATE AN OPPORTUNITY

1. Go to Opportunities

• Open your Sub-account

• Click Opportunities

• Click + Add Opportunity

2. Add Contact Information

• Select an existing contact OR create a new one

• Add phone/email if needed

3. Set Deal Details (VERY IMPORTANT)

• Opportunity Name (or keep default)

• Select:

  • Pipeline

  • Stage

  • Status (Open, Won, Lost, Abandoned)

• Enter Opportunity Value

👉 This step defines where the deal is and how much it’s worth

4. Assign Owner & Details

• Assign Owner (who is responsible)

• Add:

  • Tags

  • Source

  • Notes

👉 This ensures accountability + better tracking

5. Save the Opportunity

• Click Create

• It will now appear in your pipeline

PROCESS FLOW

1. Lead comes in

2. Becomes an opportunity

3. Moves through stages

4. Ends as:

   • ✅ Won (closed deal)

   • ❌ Lost (not converted)

👉 Moving stages = real progress in your sales process

FREQUENTLY ASKED QUESTIONS

1. Status VS Stages

• Stage = where the lead is (process step)

• Status = result (Open, Won, Lost, Abandoned)

👉 These are NOT the same

2. Can I assign an opportunity later?

Yes — you can update the owner anytime.

3. How do I move an opportunity to another stage?

Drag it to a new stage or update it inside the record.

4. What happens if I delete the contact?

The opportunity stays, but the contact link is removed.

5. Can I duplicate an opportunity?

No — you need to create a new one manually.

Still have questions? Join the weekly CRM support call or reach out through your REI Pulse support channel.