How do I add an opportunity?

There are 2 ways to add an opportunity.

• at the Customer profile page
• via the All Opportunity listing page 
• when bulk importing customers

Adding an opportunity at the customer profile page

1. Click on any customer and you will see the "+" button next to New 
2. The Primary customer should be selected by default
   This is the primary customer or buyers name.
   Example: If Jason wishes to buy the property. You will have to select Jason as the primary customer. 
3. Link Related customers
   These are customers that are interested in buying the property together with Jason.
   Example: Jason wishes to buy the property with his wife, Amanda. Amanda is a related customer.
4. Select a Project name
   The project listing that you see will be according to the list at our Showroom booking app. If you don't see what you're looking for, kindly contact your administrator (HQ) for more info. 
5. Select a Unit number
   This is the specific unit that the customer or potential buyer is interested with
6. Select the Opportunity stage
   Select between New or Follow up. More information about the stages here.
7. Select Opportunity assignee
   By default, the opportunity assignee will be set to the person adding the opportunity.

Via the All Opportunity listing page 

1. Click on the New opportunity button at the top right hand corner
2. Link a Primary customer
   This is the primary customer or buyers name.
   Example: If Jason wishes to buy the property. You will have to select Jason as the primary customer. 
3. Link Related customers
   These are customers that are interested in buying the property together with Jason.
   Example: Jason wishes to buy the property with his wife, Amanda. Amanda is a related customer.
4. Select a Project name
   The project listing that you see will be according to the list at our Showroom booking app. If you don't see what you're looking for, kindly contact your administrator (HQ) for more info. 
5. Select a Unit number
   This is the specific unit that the customer or potential buyer is interested with.
6. Select the Opportunity stage
   Select between New or Follow up. More information about the stages here.
7. Select Opportunity assignee
   By default, the opportunity assignee will be set to the person adding the opportunity.  

When bulk importing opportunities with customers

You can import new opportunities or opportunities to follow up when bulk import customers. Make sure the opportunities fields are included in the CSV file and fill up with valid data.

Read more about importing customers here.