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Last Updated: 08/02/2018 in Productivity Tools Mobile App
For both iOS and Android, there is an Opportunities option. Clicking on that option will take you to your list of opportunities. On Android, Opportunities is available in the main menu: On IOS, Opportunities is now an option in the bottom tab...
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The opportunity object assigns a sales process responsibility to a sales rep. The opportunity is worked over a period of time, until the deal is won or lost. Sales reps use opportunities to store sales process notes, track prospect progr...
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Last Updated: 12/10/2018 in CRM Opportunities
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 ...
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Last Updated: 12/10/2018 in CRM Opportunities
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...
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There are several Sales Reports ( CRM > Reports > Sales ) that will help you evaluate the flow of incoming leads and their movement through your sales pipeline. You can use these reports to work with marketing to manage and i...
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Tracking the reasons prospects do or do not buy from you will help you refine your sales and marketing strategy. It will enable you to proactively address common objections (loss reasons) and reinforce your strengths (win reasons) throughout the lea...
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Last Updated: 12/10/2018 in CRM Opportunities
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 ...
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Last Updated: 12/10/2018 in CRM Opportunities
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...
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These permissions determine how a user can interact with opportunity records which are used to track and manage a direct sales process. To access these User Permissions, go to Admin > Users and click Edit Permissions next to the user you woul...
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The sales pipeline defaults determine how Infusionsoft behaves when an opportunity is created automatically. An active stage is one where a sales rep is engaging with the prospect and you want to protect the "lead" for that sal...
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Last Updated: 12/10/2018 in CRM Opportunities
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...
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Last Updated: 12/10/2018 in CRM Opportunities
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...
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Last Updated: 12/10/2018 in CRM Opportunities
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...
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Last Updated: 09/30/2019 in CRM 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...
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Opportunity stages represent milestones in a sales process and track prospect progression. Sales reps manually update opportunity sales stages based on their personal interaction with prospects. Some of these sales stages may satisfy a c...
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Last Updated: 12/10/2018 in CRM Opportunities
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...
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Last Updated: 10/29/2019 in CRM Opportunities
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...
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Last Updated: 12/10/2018 in CRM Opportunities
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...
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Last Updated: 02/25/2020 in CRM Opportunities
Please Note! If you need to update the win or loss stage of a list of opportunities and you are requiring a win or loss reason to be entered by the sales rep, the opportunities will not update! Please review step 4 of this article to learn mor...
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Last Updated: 02/25/2020 in CRM Opportunities
Please Note! If you need to update the win or loss stage of a list of opportunities and you are requiring a win or loss reason to be entered by the sales rep, the opportunities will not update! Please review step 4 of this article to learn mor...