What is an opportunity and how to create one on our platform?

In this article, we will explore the concept of an "opportunity" and guide you step by step on how to create one on our platform.

Creating and managing opportunities effectively is essential to maximize your chances of sales success. Using the platform properly, you can organize and monitor all your opportunities, ensuring that no important details are missed and that each potential deal is handled in the best way possible.

Where can I find this option?   → Left side menu → Opportunities

Remember that this tab will only be visible if you have contracted the module: complete CRM

What is an opportunity?

An opportunity is a possible business you have with a client or prospect. It represents a potential sale or contract that, if managed correctly, can become a successful transaction. In the context of our platform, an opportunity is an entry in the system that contains all relevant information about a potential customer or business.

The opportunities section provides comprehensive tracking of all registered or registered clients, allowing us to visualize what stage of the flow they are at. There may be several types of opportunities on the platform to manage each type of client differently.

Once we have clicked on this tab we will access the entire list of opportunities that we have registered on the platform. We can configure the columns that we will have available in this view according to the information we need in the "Column Settings" section.

How can I create an opportunity?

It is necessary to create a new opportunity when a client has more than one installation possibility, for example, the same client has a country house and a habitual residence, in this case we will have the same client with two opportunities.

Remember that a client can have more than one opportunity.

To create a new opportunity, go to the “Opportunities” tab in the platform menu and select “Create Opportunity.” You can also do this by entering directly into a client's profile and clicking the "Create Opportunity" button. The creation process is divided into three main sections that must be completed.

Whenever an opportunity is created it must be associated with an existing customer.

First we will see the "Roof data" section, in this view, we will find the different sections to fill out:

1. Roof data : Enter the address of where you want to carry out the photovoltaic installation. The indicated house/building is drawn, we have the option of repainting the area or the roof if we have marked the wrong area, then we press “next”.
   
2. Opportunity information : In this section we must fill in the name of the opportunity, the client associated with the opportunity, select a type of opportunity, and sub-state in which we want said opportunity to be.
   
3. Channel : In this section we must fill in the data regarding the channel, sub-channel, campaign of this opportunity.
   
4. Additional information : In this section we have the option to fill out notes or additional information that we need.
   

Then we have the "Consumption data" section in which we must fill in the customer type fields (Residential or commercial), the value of the customer's electricity consumption in euros, their consumption habits, that is, in which time zone their consumption is highest. consumption and finally if it requires batteries and financing.

In the next and final section "Opportunity data" we will see a summary of the opportunity that we have created with the address that has been indicated in the roof data, it loads it automatically.

If everything is correct, we click on “save” and we now have a second opportunity for this client.

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1. Opportunities - Main Views and Filters
   

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