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Opportunities are used to record, track and manage your leads an= d enquiries.
Your sales pipeline is added to and managed from your Opportunities Data= Grid where you can quickly lookup contact details from your other accesspla= nit pages, and build Dashboard Gadgets to= report on your pipeline for forecasting.
As an Administrator you also have access to your very own Opportunities = Kanban Board which only displays Opportunities that are assigned to= you, decluttering your view, and allowing you to focus on the rig= ht enquiries.
Continue reading to learn more about Opportunities best practice and com= mon uses of Opportunities, or learn how to= use, add, and edit Opportunities within your accessplanit platform.
The Opportunities DataGrid can= found in the main menu on the left of your platform.
This DataGrid contains every O=
pportunity added within your accessplanit platform, including Opportunities=
that have been added by an administrator, and Opportunities added via the =
Enquiry Form plugin=
a> on your website.
You can switch to your own Opportunities Kanban board to view the Opps t= hat are specifically assigned to you only, by clicking on the =E2=80=98Swit= ch to Board=E2=80=99 toggle button at the top of the Opportunities DataGrid= page.
Here are some top tips to allow you to get the most out of Opportunities=
within your accessplanit platform!
Here at accessplanit we strongly recommend that you take some time to ma=
p out the stages of your Sales pipeline, then create Sales Stages=
strong> to reflect them
Sales Stages are used to indicate the status of each Opportunities, this=
can be invaluable if a member of your team is unexpectantly absent, Sales =
Stages are also very useful for reporting on your current pipeline, and can=
support you team with prioritising which Opportunities to focus on.
To add your own Sales Stages go to the Custom Li=
st Items page. You can return to this page to add more or edit your=
existing Sales Stages at any point!
Here are some common Sales Stages:
New Opportunity
Qualifying
Contacted
Closed
Preferred
Won
Lost - Costs
Lost - No Reply
Lost - Location
As Opportunities allow you to track and manage your past and current enq=
uiries transparently across your team; once you have established your Sales=
Stages, create some useful filters and share these with your team<=
/strong> to allow them to find the information they want quickly, to save t=
ime and be more productive!
Here are some example filters that you could create and share:
Assigned to me - only Opportunities that you are assign=
ed to
Unassigned - only see Opportunities that do not yet hav=
e anyone assigned to them
Probability % - only see Opportunities that are above o=
r below a certain probability
Automatically add Opportunities when a potential customer fills = in an enquiry form on your website
Whether you already have an enquiry form on your website or not, it is w=
orth considering adding your accessplanit=E2=80=99s enquiry form plugin to =
your webpages.
When a user completes their enquiry form, an Opportunity is automatically c=
reated for them in your Opportunities DataGrid. This saves countless admin =
hours (and no one enjoys spending hours copying and pasting enquiry informa=
tion!), and reduces the chance of human error.
You can read more about the enquiry form=
plugin here.
Create Opportunity based
Automate your communications to your customers & al=
erts to your team
A major benefit of using Opportunities is being able to automate communicat=
ions to your prospective customers, and your team, at each of your Sales St=
ages!
From the initial =E2=80=98thank you for your enquiry=E2=80=99, through to =
=E2=80=98thank you for your custom=E2=80=99, you have control over the cont=
ent of your emails, when they send and who they send to.
Here are some example Workflows based on updates to Opportunities:
Workflow |
Settings |
Sending to |
---|---|---|
New opportunity raised |
n/a |
Administrators, 5 minutes after the Opp is created |
Thank you for your enquiry |
n/a |
Enquirer email address, 5 minutes after the Opp is created |
Course specific information & whitepapers |
Opp is still open |
Enquirer email address, 3 days after the Opp is created |
Quotation |
Sales stage changed to =E2=80=98Qualified=E2=80=99 |
Enquirer email address, 5 minutes after the sale stage change |
Opportunity due to close |
Opp is still open |
Administrators, 2 days before Opp expected close date |
No movement on Opp |
Opp is still open |
Administrators, 7 days after last update |
Thank you for choosing us |
Sales stage changed to =E2=80=98Closed Won=E2=80=99 |
Enquirer email address, 5 minutes after the sale stage change |
Thank you for considering us |
Sales stage changed to =E2=80=98Closed Lost=E2=80=99 |
Enquirer email address, 5 minutes after the sale stage change |
Can I change the columns in my Opportunities Kanban Board
Yes - you can drag & drop the Opportunities columns to re-order the Sal=
es Stages, and if you want to add more Sales Stage options, you can do this=
via Custom List Items. For more information, please see out helpguide arti=
cles listed below:
Custom List Items Overvie=
w
How To: Custom List Items
Can I bulk update my old Opportunities to Closed?
Yes there is a bulk option in the Opportunities DataGrid which you can use =
to set many of your Opportunities to a 'Closed' Sales Stage in one action.<=
br>
Can I add Products & Services into my Opportunities?
Not yet! Please log your interest for this feature
Can I override the costs on Opportunities for different customer=
s?
Yes - you can define the costs on each Opportunity Item that you add to you=
r Opportunities, this cost will automatically pull through into your shoppi=
ng basket when it is booked!
Can I delete Sales Stages that I am no longer using?
Yes! However you can only delete Sales Stages that are not currently in use=
, so first you will need to Edit or Bulk Edit any Opportunities that have t=
hat Sales Stage to have a different one. You can then delete the Sales Stag=
e from Custom List Items.