Opportunity Types

Overview

When an opportunity arises, it is helpful for sales representatives or business development agents to classify or categorize the opportunity. The opportunities can be classified or tagged as new business, existing business or migration from another business, cross-sell or up-sell, and so on. This allows the sales agents to quickly understand what the opportunity is about and also helps in reporting by displaying a breakdown of all your open opportunities.

You can create a list of opportunity types to indicate the type of opportunities your company has. These categories help to differentiate between various types of opportunities. Click to watch this video on creating opportunity types in Core CRM.

opportunity_lists_thumbnail.png

Field Description

Basic Tasks

Add Opportunity Types

View Reports

Advanced Tasks

Export Opportunity Types

Field Description

Field Name Field Description
CRM Lists > Opportunity Types >
Opportunity Type Name of the type of opportunity, say new business.
Active Indicates whether an opportunity type is available to be used in opportunities.


Add Opportunity Types

To add an opportunity type, watch this video or follow these steps:

    1. Open the Opportunity Types screen from the side menu > Lists > CRM.

      opportunity_types_add.png

    2. In the list view, click Add and enter the required information in the top row of the grid:

      • Opportunity Type: Name of the type of opportunity, say new business.

      • Active: Indicates whether an opportunity type is available to be used in opportunities.

    1. Click Done.

The new type is displayed in the grid.

View Reports

To view a report:

    1. Open the Opportunity Types screen from the side menu > Lists > CRM.

      opportunity_types_reports.png

    1. In the list view, click More > View Reports.

    2. Select a report from the Report List dialog. It opens in the viewer.

    3. Preview the report and then choose to export or print it.

Export Opportunity Types

In Core, you can export the opportunity types to the Comma Separated Values file format. Core exports data from all available columns and not just the columns visible in the grid.

To export opportunity type records to a .CSV file, watch this video or follow these steps:

    1. Open the Opportunity Types screen from the side menu > Lists > CRM.

      opportunity_types_export.png

    1. In the list view, click More > Export as CSV.

    2. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

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