Available on: All-in-One / Go Paperless and above
Opportunities allow you to track and organize information related to potential sales. You can add an opportunity directly to a customer or work address to keep your sales pipeline organized.
Important: Before you begin, you must set up at least one opportunity template, reporting category, and salesperson.
Add a new opportunity
Navigate to a Customer/Work address > On going works > Add new opportunity.
Under Customer contact details, choose a customer contact from the dropdown menu, or add new contact information.
Under Opportunity details, select the Description and Opportunity pipeline.
The Opportunity pipeline will auto-fill based on your chosen description. You can change this if required.
Enter any Notes to provide information related to the requirement.
Assign related Assets, create or select Tags, and provide a Customer reference.
Select the required Skills to ensure only qualified technicians are assigned to related appointments.
To add new options to this list, see how to set up skills.
Under Site information, enter the Site contact, Access notes, and Parking instructions.
Under Photos/Evidence, upload images related to the opportunity or location.
Under Reporting lines, select a Business unit.
Under Salesperson, select the responsible Sales person to handle this opportunity.
Click Save.
You may see additional custom fields set up by your administrator. Complete these as required.
What happens next
The system redirects you to the opportunity record the assigned salesperson can begin communicating with the customer, logging information provided and schedule a survey if required.
Common questions
Do skills transfer from an opportunity to a job?
Do skills transfer from an opportunity to a job?
No, skills do not transfer from an opportunity to a job. They transfer automatically from a job description template to an opportunity.
Can I add skills to an opportunity template?
Can I add skills to an opportunity template?
No, you cannot add skills directly to an opportunity template. They transfer automatically from the linked job description template, or you can add them manually.
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