Page 14 - Participant Guide - Unanet CRM Managing Leads and Opportunities (eBook)

Part 2: Create the Opportunity record

1. Click the +Opportunity button on the top-right side of this section
a. Select Unanet CRM Default from choices
2. Enter the following required fields under General Info:
a. Opportunity Name: New Campus Building
b. Client Company: ABC Contractors
c. Stage: 01-Prospecting
3. Enter any other pertinent details
4. Click Save

Activity 3.2 – If I find out who the architect will be on a project

I’m chasing, can I add them on the go?

Mobile Activity Steps – Recommended Method
1. Tap the magnifying glass in top banner to search
2. Tap the Opportunities button to filter
3. Search for and select the Opportunity
4. Scroll the tabs and tap Associations
5. Tap Associate Company
a. Search for and select a Company
b. Tap Role and select the role
6. Tap Save

Mass Edit Opportunities

Updating many records to include a specific field such as a Firm Org or Primary
Category can be troublesome to edit on record at a time. In order to make edits to a
group of records you will need to have an Administrator use a Data Manipulation Tool.

Demo 3.3 – We recently imported a bunch of Opportunities.
How do I make sure they are properly categorized?

Web Activity Steps – Recommended Method
1. Click Opportunities in the left-side menu to open the Opportunities Grid
a. View missing or incorrect information you’d like to be inputted for
all or selected records

2. Click the Administration button in the top right of the screen
a. Select Contact Manager Administration
i. Scroll down to Data Manipulation Tools and select
Opportunity Data Update Tool
3. For the Advanced Search, scroll down to OPPORTUNITY CATEGORY/TYPES

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Lesson 3: Manage Opportunities