Opportunities

Opportunity Records are used to track a sales process. They are primarily used by companies that have direct sales reps who manually interact with prospects as they are making a buying decision. Each opportunity record stores the history for one complete sales process from the time a lead begins working with a sales rep to the time that the deal closes or dies; it stores notes, next action dates, stage, product interest, and more. You can use the information in opportunities to monitor sales rep performance and forecast future sales revenue. Opportunity records are attached to a prospect's contact record.

The Top Row of Tabs

The top row of tabs is the navigation between sections of the opportunity record.

  • General: This is the first section displayed when you view an Opportunity Record. It displays current Opportunity Information, including the next action date and notes, the assigned sales rep, the current sales stage, opportunity notes, and more. The sales rep can quickly link to the prospect's Person Record or send an email from here.
  • Products / Subscription Bundles: A sales rep can track specific product interest and special pricing by attaching products and / or subscription programs to an Opportunity record. When the prospect decides to purchase, the sales rep can quickly generate an order or "Buy Now" order link to make it easy for the prospect to buy.
  • Custom Field Tabs: These are tabs you create when you add custom fields for Opportunity Records (Admin > Settings). Custom fields contain information sales reps need to track for each prospective deal (e.g. Launch Date). Each Opportunity record can have different information in these fields, even if they are attached to the same Person Record. You create the tab labels when you create the custom fields.
  • Sharing: This tab allows a user to share access to an opportunity record with other users or user groups / teams.

The Bottom Row of Tabs

The bottom row of tabs stores the person's activity history and purchase transactions.

  • Tasks: The Tasks tab displays pending and completed tasks, date stamped note history, email correspondence, and click history, etc. You can also add new tasks, appointments, notes, and send emails from here.
  • Sales History: The Sales History tab displays a date stamped record of stage movement, number of days between movement, user who moved the stage, and the assigned user (the one who "owns" the opportunity.)
  • Follow-Up Sequences: This tab shows the person's follow-up sequence history. The sequences that are active, paused and / or completed. Most of the time follow-up sequences are automated and require little to no intervention, but you can manually manage sequences from here when needed.
  • Orders: If you are processing orders through Infusionsoft, this tab will house the purchase history. You can also manually manage orders, payments, refunds, and invoices from here.
  • File Box: Use Infusionsoft for online document storage by uploading contracts, estimates, questionnaires, and more to an individual's file box. The documents loaded from an opportunity are stored in the contact record file box.

Opportunity Actions

You can print a letter, print a label, send a buy now link, or create an order from the action drop-down in the opportunity record. When printing a letter, you will choose from your library of letter templates.

Articles

 Create An Opportunity Record
  An opportunity record contains the history of a single sales process with one prospect. They may be created automatically when a prospect fills out a web form, clicks on a link, etc. or be added manually after a personal interaction with...
 Assign Opportunities With A Round Robin
  A round robin is a set of distribution rules based on numeric logic. You can use a round robin to automatically assign users as owners of specific contact records, and to distribute new opportunities to your sales team. The round robin r...
 Searching Opportunity Records
  You can create and save one or more opportunity searches that will help you easily view and manage your opportunities. These searches can be added to your user home page using the Lil Box o' Stats and Saved Search widgets. When you c...
Next Action Fields In An Opportunity Record
After you create an opportunity or get assigned to one automatically, you'll use the opportunity record to keep a record of communication and progress through the sales process. Next action dates can help you track task commitments related to th...
Update The Opportunity Summary
The opportunity summary includes basic contact information for your prospect and notes section. You can click on the prospect's name to view their contact record and/or click on their email address to send them a personal email. The opportunity ...
Track Product Interest In An Opportunity Record
As you are working with a prospect, you will learn more about their specific needs and the products you sell that will meet them. If your company is using the Infusionsoft E-commerce module, then you will be able to track the prospect's interest...
Send a Buy Now link from an opportunity record
When a sales rep tracks product/subscription program interest in an opportunity record , they can generate an email with a buy now link when someone is ready to buy. The buy now link takes the customer directly to the Infusionsoft shopping...
Create An Order From An Opportunity Record
The create an order method is essentially a streamlined way of creating a manual order in Infusionsoft. It generates an unpaid order record based on the product/subscription program interest recorded in the opportunity record (including products, pa...
Assign A Referral Partner To An Opportunity
Your company may have a partner program that pays referral partners commission for the leads they send to you. When a partner sends you a lead, you will need to make sure the referral is tracked in your opportunity record so that the affiliate will ...
Mass Update Multiple Opportunity Records
You can mass update the following information for a list of opportunity records: Opportunity Title Owner (e.g. Sales Rep) Next Action Date Next Action Notes Stage ID Estimated Close Date Include in Forecast Win Reason Loss Reason Projecte...
Interactive View Vs. Grid View
There are 2 ways to view a list of contact and opportunity record s: an interactive view and a grid view. You are able to choose the  viewing format that best fits the work you are trying to accomplish at  the time. While viewing sear...
Batch Create Opportunity Records
Go to CRM > Contacts in the main navigation menu. Search for the contact records that you want to create opportunities for. When you have the correct search results, click on the Actions  button and select select Create Opportunit...
Quickly Edit Multiple Opportunity Records
Go to CRM > Opportunities in the main navigation menu. Search for the records you would like to update. Click on the Actions  drop-down and select Quick Edit Opportunities . Update the opportunity title , next action date ...
 Opportunity Record Overview
  Opportunity Records are used to track a sales process. They are primarily used by companies that have direct sales reps who manually interact with prospects as they are making a buying decision. Each opportunity record stores the history...