How to Create an Opportunity

Kw

1. 1. Go to Command | Dashboard

2. 2. Click on Opportunities

   

3. 3. Click on Create Opportunity in the Top-Right Corner

   

4. 4. Select Opportunity Type

   

5. 5. Enter Client Name

   Client must already be in your database.

   

6. 6. Select Client

   

7. 7. Name the Opportunity

   Opportunity name should include client name, transaction type, and property address.

   

8. 8. Fill out all Fields

   

9. 9. Assign Opportunity Phase and Stage

   

10. 10. Click on Create

    

11. 11. Within the Created Opportunities Details - Click on Edit General Information

    

Kw

1. 12. Fill in all applicable fields

   Appointment Scheduled, Appointment Date, and Agreement Won all directly tie into your conversion rates

   

2. 13. Fill in Contract Date and Closed Date when applicable

   Depending on when you create the opportunity, this step may come later in the transaction

   

3. 14. Select Finance Type

   Depending on when you create the opportunity, this step may come later in the transaction

   

4. 15. Click on Save

   

5. 16. Click on Edit Property

   

6. 17. As you type in the property address it will auto-populate below the field. Choose the address from the dropdown

   

7. 18. Click on Save