Using the Opportunity Manager
Use the Opportunity
Involves a group working as a team with multiple organizations and contacts to successfully close a complex sale. Manager to oversee complex sales involving many components. The Opportunities tab in the lower pane of the contact record displays the opportunities associated with the contact.
To Use the Opportunity Manager
| 1. | Select Go To > Opportunities. |
| 2. | At the Opportunity Manager, use the toolbar functions to perform general actions and the local menu for other actions. |
| 3. | To view the opportunities assigned to a user, user group, or (all), select the user in the Manager drop-down list. |
| 4. | To filter the displaying opportunities, click on the Show drop-down menu and select the corresponding Status. To view all opportunities that are not closed, select Active in the drop-down list |
| 5. | To create a new opportunity, right-click the upper pane and select New. See Creating Opportunities. |
| 6. | Manage Opportunity details using elements located in these tabs: |
○ Influencers. Contacts associated with the opportunity.
○ Products. Products or services you are pursuing as a sales opportunity.
○ Tasks. Schedule a plan of action with specific tasks assigned to users or user groups.
○ Team. GoldMine users and contacts contributing to the opportunity.
○ Issues. Possible roadblocks to the successful completion of the opportunity.
○ Notes. Type free-form notes related to the opportunity.
○ Competitors. Create a list of companies that are competitors for the sale.
○ Details/Links. Simple details and allows you to link documents.
○ Pending. Scheduled activities for the opportunity.
○ History. Completed activities for the opportunity.
NOTE: For details about these tabs, refer to Managing Opportunity and Project Details.
TIP: To sort opportunities or projects in alphanumeric order by one of the column criteria, click the column label. For example, click the Company label to sort Company records alphabetically.
| 7. | To complete an opportunity, select the opportunity, right-click, and select Win or Lose. (see |
