Creating an opportunity for a customer or work address helps formalize and manage potential sales prospects or interactions, allowing businesses to effectively track, manage, and follow up on potential deals or projects. This structured approach aids in setting clear objectives and improving sales and customer relationship management.
View Setting
➡️ Profile icon > Settings > Opportunities > Opportunity Templates > View
By default, all templates not assigned to specific folders will be stored under the "Opportunity Templates" folder.
Adding a New Template
➡️ Add New Template
Complete Side Panel
Folder: Choose where the template will be saved.
Name: Enter the template name.
Job Description: Provide a job description for the opportunity.
Cover Page Templates: Select the relevant cover page.
Pipeline: Assign the template to a pipeline.
Click Save.
Opportunity expiration is available only in the Sales Growth Plan.
Configuring the Template Layout
➡️ Configure Template
Configure > Fill out each section on the left.
Click Save and Close.
Opportunity template
Opportunity Notes: Add relevant information to be carried over to 'Job Notes' if the customer accepts.
Communications
Customer Confirmation:
Email: Fill in subject and body, use tagging as needed, and Save.
SMS: Use tagging, add a message, and Save.
Letter: Enter message, use tagging, and Save.
Work Address Confirmation:
Repeat above steps for Email, SMS, and Letter.
On Way Notification:
Fill in subject and body for both Email and SMS, use tagging, then Save.
Send proposal template:
Fill in subject and body for both Email and SMS, use tagging, then Save.
Insert the
[Proposal_Portal_url]tag in both Email and SMS to share the portal link with customers.
Only one proposal template is allowed for each type/format.
Mobile Experience
Enhance the workflow for engineers by linking the necessary Arrive workflow templates directly to the required opportunity. This allows for the assignment of multiple templates tailored to different engineer levels, giving flexibility to address varying skillsets and job complexities. You can designate one template as the default to ensure it’s assigned as the primary option.
You'll see a table with three columns for both Arrive and Survey questions.
Arrive Questions
Arrive questions: Search the template name in the drop down and add all required.
Default: You can only have one default so edit Yes/No as appropriate.
Delete: Remove a template from the table.
Survey Questions
Survey questions: Search the template name in the drop down and add all required.
Default: You can only have one default so edit Yes/No as appropriate.
Delete: Remove a template from the table.
Attachments
➡️ Attached Files > Add New File to upload relevant documents.
Managing Templates
Cloning
➡️ Click Clone > Type "Clone" > Clone
Editing
➡️ Click Edit > Amend > Save
Deleting
➡️ Click Delete > Type "delete" > Save
Folder Management
Add New Folder
➡️ Click Add New Folder on the left side panel > Enter Folder name > Save
Subfolders can be added within each main folder for better organization.
Editing a Folder
➡️ Navigate to the folder > Edit > Amend > Save.
Deleting a Folder
➡️ Navigate to the folder > Delete > Type "Delete" > Delete.
Organizing Folders and Templates
Use drag and drop to move templates and folders. To move multiple items, check the boxes next to each before dragging.