Introduction #
In CentrixOne CRM, an opportunity corresponds to a business occasion. It can be linked to a contact or an account (company). To track the progress of your opportunities, simply indicate the appropriate sales stage. You can also indicate the source of the opportunity and the revenue categories and sub-categories revenue associated with the items or services you are selling.
Refer to this guide to find out how to customize your sales stages, revenue sources and categories.
Table of contents #
Tip: to quickly access a specific section of the guide, click on one of the headings below.
How to create an opportunity? #
You should know that opportunities are accessible via the contact details of the relevant account, via the details of a contact linked to this account, and via the “Opportunities” module. It doesn’t matter if you create the opportunity in an account or in a contact linked to that account, it will be visible in both places.
- Click on the Accounts or Contacts module
- Click on the appropriate name to access its card
- In the Opportunities section, click on the + icon
- Complete the fields (remember to indicate a sales stage)
- Click on Save & close
How to reassign an opportunity? #
The CentrixOne CRM allows you to reassign an opportunity to the account and contact of your choice.
In order to be able to reassign an opportunity, you must first have permission to perform this action. If you have this permission, you will notice the Reassign button in the editor of an already-created opportunity. If the button is missing, please refer to this guide to enable the appropriate permission.
- Depending on whether your opportunity is assigned to an account or a contact, click on the Accounts or Contacts module
- Find the appropriate account or contact, then click on its name
- Click on the opportunity to reassign
- Click on the Reassign button
- Click on the List field, then select the list associated with the account or contact that will receive the reassignment
- Click on the Account field, find the desired account, then select it from the drop-down list or select Unnamed company if your contact does not have an associated account
- Click on the Contact field, search for the desired contact, then select it from the drop-down list, or select Assign to the account to assign the opportunity to the company
- Click on the Reassign button
- Click on the Save & Close button
How to filter opportunities? #
To display only 100% opportunities (sales), in the Probability filter, select the label corresponding to this probability of success.
To filter on a contact or account (one at a time):
- Click on the Opportunities module
- Click on the Reports view
- In the search bar, enter the name of the contact or account
What is the principle behind the display order of opportunities ? #
All 1% to 99% opportunities will be listed among themselves by date (oldest to most recent). They will appear at the top of the list.
All 0% & 100% opportunities will be sorted by date (most recent to oldest). They will appear at the bottom of the list.
How to find the identifier in an opportunity? #
1st method:
- Click on the “Accounts” or “Contacts” module
- Click on the account or contact where your opportunity is located
- In the account or contact details, click on the relevant opportunity in the “Opportunities” section
- In the lower right corner, just below the “Grand total” line, you will find this opportunity’s ID
2nd method:
- Click on the “Opportunities” module
- Click on the title of the relevant opportunity
- In the lower right corner, just below the “Grand total” line, you will find this opportunity’s ID
Note
Each opportunity has a unique ID (identifier).