Opportunities

Opportunities Summary
One of greatest virtues Weebiz offers your company is the possibility to find the best available opportunities. This is where you and others from your company can manage them. Give a name to the opportunity and define the stage it is in (from prospecting to closure). Enter the expected close date, a description of its characteristics and choose the client this opportunity is related with. If you want you can upload attachments and it is possible to keep track of all your company's opportunities the easiest possible way, with just a glimpse of the stage bar.

• How do I create an Opportunity on Business Manager?
Click the New Opportunity button from the menu on the top of the page, next to the Business Manager logo. Enter the details about that Opportunity in the specific fields. We suggest you choose the actual stage of the opportunity and keep updating it when it changes so that the stage bar can be of assistance. This stage bar will prove to be very helpful as time goes by, since it allows a faster interpretation of all your company's opportunities, focusing you and your selling team on the company's top priorities. You may associate the new opportunity with previously created accounts .

• How can I quickly create an Opportunity?
Click the Opportunities button or the Home button on your Business Manager toolbar. On the right, you will find a Create quick opportunity area where you can create the oportunities you want with just four steps. If you want to create a more detailed opportunity, follow the create a full opportunity link or click the new opportunity button next to the Business Manager logo and enter the details you have about that opportunity in the specific fields available. All opportunities can be edited and have further details aggregated at any given time.

• How do I associate my Opportunities to Clients/Potential Clients?
Once you have your client's account created, you may associate any opportunities you want to his account. When a opportunity is being created, choose Account in the Parent Type field and a scroll menu will appear. Simply choose the client you wish to associate the opportunity with, and finish creating that opportunity: the desired association its now done. This process is also valid when you are creating a quick opportunity or when you are editing a previously created opportunity.