Rapidstart CRM – Opportunities

A feature of RapidStart CRM is the ability to create and track sales Opportunities for your products or services.

Opportunities List View

The List View of Active Opportunities will open, which looks similar to a spreadsheet.
(1) To get to Opportunities, in the Sidebar, click on “Opportunities”.
(2) There are a few different view filters available with RapidStart CRM, and you can select between them. In addition, you can set one as your default.
(3) The Ribbon contains various Actions that you can take with regard to Opportunities from the list view, like adding new ones, for example. If you select one or more Opportunities by placing a checkmark in the first column, the available Actions will change to those to be performed on the selected Opportunities.
(4) To open a particular Opportunity record, you can click on the Opportunity name.
(5) To create a new Opportunity record, click + New. But actually, it is better to create new Opportunities from either the Account or Contact record, as you will see below.

Create From an Account or Contact Record

You can see and add new Opportunities from an Account or Contact Record, which is the preferred method.

(1) From either an Active Contact or Account record, select the Opportunities Tab to display the list view of related Opportunities.
(2) The Opportunities list shows the Opportunities that are related to either the Contact or if looking at this view from an Account Record, it shows all Opportunities related to all Contacts with that Account. To open a particular Opportunity record, you can click on the Subject.
(3) To add a new Opportunity, you can click + New Opportunity from here or with the Quick Steps Button on the Summary tab (fastest).

Creating a New Opportunity

Create new Opportunities from either an Account or Contact record using the Quick Step.

(1) To create a new Opportunity, click on the Add Opportunity Quick Step button.

New Opportunity Rapid Create Form

Throughout RapidStart CRM we have focused on simplicity and speed. When you click on the New Opportunity Quick Step button, it slides in the Rapid Create form

(1) Enter at least a Name for the Opportunity and other optional information.
(2) Some items are auto-populated based on what record you were on. You only need to provide the minimal additional data.
(3) When complete, you can “Save and Close” the record, which will then immediately appear in the list. You can also select “Save and Create New” to create multiple Opportunities for this record at once.

Opportunity Record Form

The Opportunity Record form is where you will work on the most important part of any business… getting new business!
(1) In the Ribbon, you will see actions you can take on this record, like assigning it to someone else or closing it, for example.
(2) The Opportunity record includes an Opportunity Sales Process Flow to guide your users through the steps of advancing this Opportunity to a successful close. Check out the Process Flows Topic.
(3) Most records in RapidStart CRM have “Tabs” to move between other parts of the particular form. On the Opportunity record, there are tabs for Summary, Opportunity Details, and Timeline History.
(4) In addition to Company and Contact information, in the center, there is also an Opportunity Summary panel for tracking the progress of an Opportunity.
(5) Unique to RapidStart CRM is our “Hashtags” feature for “free-form” record tagging. Check out the Hashtags Topic.