Opportunities

12143

Function Overview

In the CRM system, opportunity management is a crucial part of the sales process, helping businesses track potential sales opportunities and convert them into actual business.

Function Entry

Users can access the opportunity management module by clicking on "Opportunity Management" in the navigation bar of the CRM system's main interface.

Operation Steps Description

Create New Opportunity

Create Opportunity Information

1. Log in to the CRM system and navigate to the "Opportunity Management" module.
2. Click the "Create New Opportunity" button to enter the opportunity creation page.
3. Fill in the opportunity information, including the person in charge, name, customer, status group, closing time, etc.
4. Click "Save" to complete the creation of the opportunity.

Import Opportunities

Import Opportunity Data

1. In the "Opportunity Management" module, select the "Import" function.
2. Prepare a file containing opportunity information, such as in Excel or CSV format.
3. Upload the file and match the fields, then click the "Import" button to complete the data import.

Import Opportunity Follow-up Records

Import Follow-up Records

1. Select the "Import Opportunity Follow-up Records" function.
2. Prepare and upload a file containing follow-up records.
3. After matching the fields, click the "Import" button to complete the import of follow-up records.

List Operations

Modify Opportunity Information

1. In the opportunity list, find and click on the opportunity that needs to be modified.
2. Click the "Modify" button to update the opportunity information.
3. Click "Save" to complete the modification.

Contacts

1. On the opportunity details page, view and manage relevant contact information.
2. Add or update customer contact information.

Transfer Opportunity

1. Select the "Transfer" function and specify a new person in charge.
2. Click "Confirm Transfer" to complete the operation.

Follow-up Records

1. Record each communication and follow-up situation.
2. Click "Add Follow-up Record," fill in the follow-up details.
3. Click "Save" to complete the record.

Notes

• Data Accuracy: Ensure that opportunity information is accurate to correctly assess the sales funnel.
• Permission Management: Be aware of the differences in permissions among different users to ensure sufficient operational permissions.
• Technical Support: If issues arise, refer to the help documentation or contact technical support.

Frequently Asked Questions

Q: How to create a new opportunity?
A: In the "Opportunity Management" module, select "Create New Opportunity" and fill in the information.

Q: How to import opportunity data?
A: Use the "Import" function, upload the file, and match the fields before importing.

Q: How to update opportunity information?
A: Select the opportunity in the opportunity list and click "Modify" to update.

Q: How to add follow-up records for an opportunity?
A: On the opportunity details page, click "Add Follow-up Record" and fill in the information.

Q: How to transfer an opportunity to another person in charge?
A: Select the "Transfer" function, specify the new person in charge, and confirm the transfer.