Opportunities are used to record, track and manage your leads and enquiries.
Your sales pipeline is added to and managed from your Opportunities DataGrid where you can quickly lookup contact details from your other accessplanit 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 right enquiries.
The Opportunities DataGrid can found in the main menu on the left of your platform.
This DataGrid contains every Opportunity added within your accessplanit platform, including Opportunities that have been added by an administrator, and Opportunities added via the Enquiry Form plugin on your website.
You can switch to your own Opportunities Kanban board to view the Opps that are specifically assigned to you only, by clicking on the ‘Switch to Board’ toggle button at the top of the Opportunities DataGrid page.
Opportunities Best Practice
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 map out the stages of your Sales pipeline, then create Sales Stages 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 List 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:
Lost - Costs
Lost - No Reply
Lost - Location
As Opportunities allow you to track and manage your past and current enquiries transparently across your team; once you have established your Sales Stages, create some useful filters and share these with your team to allow them to find the information they want quickly, to save time and be more productive!
Here are some example filters that you could create and share:
Assigned to me - only Opportunities that you are assigned to
Unassigned - only see Opportunities that do not yet have anyone assigned to them
Probability % - only see Opportunities that are above or 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 worth considering adding your accessplanit’s enquiry form plugin to your webpages.
When a user completes their enquiry form, an Opportunity is automatically created for them in your Opportunities DataGrid. This saves countless admin hours (and no one enjoys spending hours copying and pasting enquiry information!), and reduces the chance of human error.
Can I override the costs on Opportunities for different customers? Yes - you can define the costs on each Opportunity Item that you add to your Opportunities, this cost will automatically pull through into your shopping 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 that Sales Stage to have a different one. You can then delete the Sales Stage from Custom List Items.