Page 12 - Participant Guide - Unanet CRM Managing Leads and Opportunities (eBook)

LESSON 3: MANAGE OPPORTUNITIES

Learning Objectives
Manage Opportunities
• Create and edit Opportunities
• Mass edit Opportunities
• Move an Opportunity to a different stage
• Set up My Opportunity Pipeline
• Set up My Opportunity Grid
• Utilize My Opportunity Pipeline
• Complete a Go-No-Go form
• Log an Event

Introduction
In the constantly shifting world of business development, you need to access and
create/update information regarding your pursuits.

The following activities highlight use cases that a business developer will commonly
encounter.

NOTE: Opportunity records may require certain or additional fields depending on the
configuration for your firm set by the Overall Firm Administrator.

Activity 3.1 – One of our key clients reached out about an

upcoming project, how do I create an Opportunity?

Mobile Activity Steps – Recommended Method

Part 1: Check company for any existing Opportunity records

1. Tap the magnifying glass in top banner to search
2. Begin typing the company name in the search bar to return results
3. Tap the Companies button to filter
4. Open the Opportunity record
5. Tap Associations
6. Scroll down to Opportunities and click View all
7. Scan the list to verify the Opportunity doesn’t already exist

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Lesson 3: Manage Opportunities