A sales opportunity is an immediate opportunity to do business with a potential or existing customer. The sales department usually expects an offer that could be made for this potential customer in the near future. Analogously to leads, you are working with a sales opportunity as you have already done it with leads. With Repbox, enter all of your activities, save possibly contract documents, create quotes, etc in one place. The goal is that your opportunity data contains all the information belonging to a specific business that you can easily look up and grab information about that business.
As with every module, Repbox is a fully customizable and user friendly system. There are a couple ways to add an opportunity into your Repbox system.
Step One: Find the Opportunity module in the top bar of the Repbox window.
https://lh3.googleusercontent.com/2nRudDptTpFUexFrPCU_gj7VJ7gjUpEJybTXVaeM-ZcOMUALNmcE3HvdzeAn6iY9fjJW-53V0jcJHRxriu1G51vneCV6ddTBybg9IK36sGxovIW-ScG_4idCFmeFI6sHlVle3ocfUC7FgRPyQXcw7hzJRGQb5JPk0zFDoH6VGpK-8HiWXl6fFsl5fQ
You may need to select the "All" tab to find the opportunity module.
https://lh3.googleusercontent.com/2LMCCZVTVqD-3KuI3Q7MXRPP-nlffv0MIcz9HqfRcwGz2lhCwfa1JEw3w1VpCD6aJYMPC5adJKN33ri7vTrOayoz6M_j2op2usTntBIQwMQka2f6Xi9fW8Q6x3Pt3z-DK0Aro_Br0x2t8Auekiwv9-mXmkDB_K_SybIcD-SzrsdOmv6f6HGFtmA77w
Once you select the Opportunities module, you will be redirected to the Opportunities List View Window. In that window, there is a "Add Opportunities" button to the left of the "All Opportunities" List-view drop down. Click "Add Opportunities"
https://lh4.googleusercontent.com/E6lbXGPL4nVXzVzbg6ZbL7UFAPknn4INFIUqk8ewATw9-j1gqHvU4z5Nz-Dq-IcfYV3Pe2EBDveOBkcQjdPG7smbrx-8azLbvtCqMyr7H3L-M5QL97SoWaKwCt03rXQ_5KDBwCitby2VBnqxJ2uU7S1AvGpStqWjJjZHGkGlGaZz-KKiBEbd543X_Q
You will be directed to the "Creating New Opportunity" page. Fill out all the desired information. Note: Any field that has an asterisks is a required field and must be completed.
https://lh4.googleusercontent.com/QsO1mYFSsAgJzKzBMKpok7EBdYkwN7VjmdbrCjGWK-XKZWwyXsQYDZNwSkvFI3qcrdAIldj1mdpbJ0CLzPEK9xvGHpsAp2Bim--bedHJHlAT_xbjb9gqNv8gyLk3DvVSIkVUT0axkdpYaSG_Y_oN3xYMvSNjYoUtxNgBWUZCNkZxx2xzrIdS0aw38Q
Once all the information is entered. Click the "Save" button at the top right of the window.
Another way to add an opportunity is through the "Quick Create" (+) sign icon on the top right of each page.
https://lh3.googleusercontent.com/BoyFJQcHpaSbWm-9S_R5CRYtgD9KEJHmq_OvjKi66iIMmYKECrEKD9r9GUu5KUPYQATWOH_OtJEy7cf4r81j3pGOHeqW7Mz4ybgYJvev-8wJzXf5-inYfgy64kbXwSzOJNoDh90SXR58K0JudNpgOk7YG4TrkWUtsUkCiXeQJgVf04RmToM_k84Onw
Once Opportunity is selected from the Quick Create menu, a pop up will appear with empty opportunity information fields. Fill out the required fields and all other desired information.
https://lh5.googleusercontent.com/k_lyXTXXR83DgXj0PRfPKEub7-VVQlrrLpbepGEcxeoQHfzHtGCa-HGqRl9g9L4g5C2PXVREbtw8D0a80pi-CsIdrESIoZ05MFhOdwNNrR4VdYoI-ubGxop8biywfO4380DVJNwbXQGp-vyegn42mowaL-PTKTzAEUasFTdrAg-NfvMEbLLlJOKODg
Once Finished, click the "Save" button. (If you desire to input more information that is show in the window, click the "Got to Full Form" button to be taken to the full opportunity card.)