Page 13 - Participant Guide - Unanet CRM Managing Leads and Opportunities (eBook)

Part 2: Create the Opportunity record

1. From the Home screen, tap the + Add button
2. Select Opportunity
3. Enter the Opportunity Name
4. Tap Client Company
a. Search for and select the company
5. Tap Contact and select the contact
6. Tap Stage and select the stage
7. Tap Categorization
a. Tap Primary Categories
i. Select a Category
ii. Tap Done
8. Tap Save

Outlook Activity Steps – Alternative Method

Part 1: Check company for any existing Opportunity records

1. Ensure the Unanet CRM side panel is open next to an email
2. Click on the Search button
a. Select Opportunities
i. Enter new Opportunity name to check for an existing record
b. Click the back arrow

Part 2: Create the Opportunity record
1. Click on the + New button in the top banner
a. Select Opportunity
i. Choose Unanet CRM Default from the options
2. Enter the following required fields under General Info:
a. Opportunity Name: New School Building
b. Client Company: ABC Contractors
c. Stage: 01-Prospecting
3. Enter any other pertinent details
4. Click Save

Web Activity Steps – Alternative Method

Part 1: Check company for any existing Opportunity records

1. Search for and select a company
2. Select the Associated Opportunities tab along the top
a. Ensure the Opportunity does not already exist

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Lesson 3: Manage Opportunities