How To: Add a new sales opportunity

How To: Add a new sales opportunity

This tutorial steps through creation of a new sales opportunity in On2Biz. It assumes that you have an On2Biz account and know how to login to your account.

Step 1: Select the Workspace Tab in On2Biz

The On2Biz Workspace tab

The On2Biz Workspace tab

Step 2: In the workspace menu on the right, select the sales workflow in the workflow selection menu, and then click on the link below it to “Create New Project”

Workflow selection menu and links to create new project or company

Workflow selection menu and links to create new project or company

Once you click on the link, the New Project Form will be displayed in the central area of your screen.

This form contains various sections, each containing a template for entering information about your sales opportunity.

Step 3: Fill in the Associates section of the project form

Associates section of the new project form

Associates section of the new project form

The first box is to enter the name of the prospective customer’s company name. Once you start entering the name, On2Biz will query your existing customer database and find all matching names and show you a drop-down selection menu as shown below. In case the company already exists in your database, you can select it from the drop-down menu. If you would like to enter a new name, just continue typing the full name.

Enter End Customer name here. If End Customer name is already present in On2Biz then a drop down will be shown from which you can select the Name.

Enter End Customer name here. If End Customer name is already present in On2Biz then a drop down will be shown from which you can select the Name

Below the company name, you have two tabs for entering a contact person, and an address. The default tab is for adding a contact. You can use this form to enter the details of the contact person in the new prospect. To add an address, select the Add Address tab next to the Add Contact. This will change the contact form into a form to enter the address.

Add contact and his address for associate.

Add contact and his address for associate.

In addition to the End Customer, you can also link this opportunity with other companies such as business partners, consultants or channel partners. These additional fields can be configured for your On2Biz account. It allows you to review your sales pipeline for any one of these partners too.

Additional associates linked to the opportunity

Additional associates linked to the opportunity

You can add contact details of the person by clicking on “more” link next to the input field.

Step 4: Fill the Overview section of the project form.

Overview section looks like following. Overview of project consists of a Title, Description, the team who will work on this project, start date of project and expected date of closure of the project. Basically, this section gives the Overview of this opportunity.

Overview section in On2Biz opportunity / project creation form

Overview section in On2Biz opportunity / project creation form

Provide a title to a project. Title is a searchable value i.e. you can search for title and find the project using On2Biz global search.

Title for a project / opportunity.

Title for a project / opportunity.

A short description should be entered in Description field. Description is also searchable using global search of On2Biz.

Enter short description for this project / opportunity.

Enter short description for this project / opportunity.

Next is selecting a Project Manager and Project Team. Project Manager is a executive who is responsible for closing this project / opportunity, Project Team is a set of executives who will work with Project Manager. By default name of the executive who signed in is Project Manager.

Select Project Manager and Team.

Select Project Manager and Team

The Project Manager and the Team specify the permissions for which users can view or edit the project page. This opportunity will also figure in their respective pipelines. Please note that for some On2Biz accounts, the Project team feature may not be activated. You can request support@on2.biz to get this activated.

Select a workflow, enter start and expected date of closure and if you want this project to be seen by the End Customer or not.

Select a workflow, enter start and expected date of closure and if you want this project to be seen by the End Customer or not.

The Workflow selection box is not required to be edited. Only administrators and top management have the option to edit the workflow of the opportunity.

Select Start Date and Expected Date of Closure of this opportunity. By default the Start Date is the current date.

Also there is a option if you want to share this project progress with End customer of this oppoortunity. You can enable this option by selecting Yes for Share this project with contacts.

Step 5: Fill Values section

Values section allows you to select the product segments you will be selling through this opportunity. Product Segments are customizable, contact support@on2.biz to get it customized.

Value section of On2Biz add project form. Here you select the product segment you will be selling in this opportunity.

Value section of On2Biz add project form. Here you select the product segment you will be selling in this opportunity.

Also a more info OR product segment specific form can be added to capture more information on this product.

Customizable form to capture more information requirement.

Customizable form to capture more information requirement.

Step 6: Fill Milestones Section

Milestones specified the stage which opportunity has completed. e.g. if you have provided Quotation to client then you select “Quotation Submitted” milestone. By default while adding a new lead, first milestone gets selected i.e. “Lead Captured” in this case.

Select a milestone which this opportunity has completed. e.g. "Quotations" if Quotation is submitted.

Select a milestone which this opportunity has completed. e.g. “Quotations” if Quotation is submitted.

Similar to Product segment, each milestones can also have customized form to capture more information regarding selected milestone. Below screenshot shows a more information form for “Order Confirmed” milestone.

Capture more information on Milestone using customized more info form.

Capture more information on Milestone using customized more info form.

to get this customized form contact support@reach1to1.com

Click on save and add this new opportunity to your pipeline

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