The steps below apply for Meetings/Events or Virtual/Membership opportunities that you create by accessing: Sales > Opportunities > New > Opportunity.
Add Basic /information
Select the Owner of the opportunity - the person responsible for managing the relationship with the potential customer.
Add an Opportunity Name
Select the Location
Select the Account Name associated to this opportunity
Select the Client Type that this opportunity might generate.
Choose an Opportunity Type. This covers whether the customer is new, whether it is an upgrade or a downgrade for an already existing customer who wants to make changes to their current space.
Choose a Lead Source - Simply select the source from the drop down list.
Select the Stage of this opportunity:
Checked In - The opportunity has turned into a customer and they have already checked in at your location.
Lost - The opportunity has been lost.
New Opportunity.
Tour Arranged - There is a tour already scheduled for the opportunity.
Toured - The prospect has already toured your location.
Under Offer - The prospect has received an offer from your organization and is awaiting feedback from the prospect.
Set the Lost Reason, if the opportunity Stage is Lost.
Enter the Enquiry Date.
Set the Deal Metrics
Set the Contract Type - A commercial lease or a licence.
Enter the Contract Term in months.
Add the Start Date.
Set the Term Days
Set the Amount for which the deal has been closed. This field is limited to 15 digits - if the amount is longer, the value will not save and will revert to "0".
Add a Close Date if you have closed a deal with this opportunity.
Save your opportunity when you are happy with it.