Opportunity Types

Overview

Note: Help content (except videos) has been updated to reflect the UI/UX changes in CORE.

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 Descriptions

How To

Add Opportunity Types

View Reports

Export Opportunity Types

Mark Screen as Favorite

Field Descriptions

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 active and 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 > Settings > CRM.

    opp type create.png

  2. In the list view, click Add and enter the required information in the top row of the grid. Check Field Descriptions above for details.
    • Opportunity Type

    • Active

  1. Click Done. The new opportunity type is displayed in the grid.

View Reports

To view a report:

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

    opp type reports.png

  2. In the list view, click More > View Reports.
  3. Select a report from the Report List dialog. It opens in the viewer.
  4. Preview the report and then choose to export or print it.

You can also check the detailed video on running and managing reports in CORE.

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 > Settings > CRM.

    opp type export.png

  2. In the list view, click More > Export as CSV.
  3. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

You can also check the detailed video on exporting data in CORE.

Mark Screen as Favorite

You can mark or flag the most-often used and important screens in CORE as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list. You can manage all your favorite screens in CORE from User Settings.

To mark this screen as your favorite, watch this video or follow these steps:

  1. Open the Opportunity Types from the side menu > Settings > CRM. 

    Opportunity Types.png
  2. Click favorites.png on the top-right.
  3. You can access this screen from the side menu under Favorites.

You can also check the detailed video on marking screens as favorite in CORE.

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