There are several ways to create a new opportunity -
You can create a new opportunity from within your work. This can be via the Summary view by clicking the edit button in the opportunity section which opens the Work Edit view at the opportunity section or directly within Edit view at the Opportunity section.
Other options outside of your work:-
- From the Work Area Header Quick Button - available in every CompleteEmpire work activity area.
- From the Opportunity Work Area Quick buttons.
Create a Opportunity from within work areas
Example of an opportunity creation from within the Finance work area
- From within the work click Opportunities bookmark or scroll down to the Opportunities panel
- Click [Edit] to open the edit view for opportunities.
- In the Opportunities panel click [Create New] to open the available list of opportunity types.
- Click to select type to open the New Opportunity Window.
Note that as the opportunity is being created within the work for the account this information has been attributed automatically.
- Referred By - click and select the staff creating the opportunity to the business, by default it is you. Optionally click Filter By to search by Name (default) Email or Mobile.
- Referred To - click and select the staff who will attend to action in respect of the opportunity. Optionally click Filter By to search by Name (default) Email or Mobile.
- Date - Enter date of creation. Default is the current date.
- Source/Origin - click and select from the choices presented in the drop down lists for the leads source and source origin. See Source/Origin below
- Reference and Referral Fees - Enter details if applicable.
- [Tick Box] - {I confirm that I am the catalyst & creator of this opportunity?}. Selecting this Check Box indicates you were the catalyst & creator of the New Opportunity and are expecting to be paid for this New Opportunity if the business transaction is Successful and the business received revenue as a result of this New Opportunity.
- [Tick Box] - {Has the transaction been completed?} - tick to trigger payment of any referral fee.
- [Tick Box] - {Is the record marked as deleted?} - reference for internal use.
- Click [Save] to save the new opportunity related to your work or click [Save & Notify] if you wish to open the Notify window and send a email to the referred an or the your client.
Your new opportunity has now been created from within the work.
Source/Origin
- Source What was the source that made this New Opportunity possible. I.e.: Website, Event, Email, Concierge etc.
If this New Opportunity came from an Opportunity sent to you by the Concierge or Another Staff Member, the source remains the same as the opportunity you received.
- Origin What was the specific activity that created this New Opportunity you are now creating: Consultation with Client, Email from Client etc.
Opportunity Notification
If you selected the [Save and Notify] a window Opportunity Notification? addressed to the referred person and pre-populated with the opportunity details will open.
Opportunity Notification Pop Up. This sends an email to the Staff Member Referred To and if CC ‘Client Name’ Check Box is selected the Client Will receive the same email as CC.The subject and body text are editable fields.
- [Tick Box] - {CC "name"} provides the ability to copy the email to the potential client.
- [Tick Box] - {Go to edit page?} Selecting this Check Box returns you to the New Opportunity where it can be further edited as required.
- Click OK
The opportunity now exists as an account on the system with a contact log of the interaction with the opportunity and if you have referred the opportunity to someone then you had the ability to notify them and/or the referrer.
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