Managing Opportunity Information

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Opportunities represent new companies that a firm is interested in bringing on as a new client. The Opportunity page is where users can track general information and Proposals for Opportunities.

 

Add-On Availability: SalesPitch

 

Requires Security Rights: Access SalesPitch

 

The Opportunity tab is divided into the General, Proposals, To-Dos, Files, Interactions, and Notes views. A description and function for each of these views can be found below. Users can open an Opportunity by searching for it with the Search bar, or by navigating to a Proposal and selecting the Opportunity name in the tab header.

 

Article Contents

 

 

 

Adding an Opportunity

 

To add a new Opportunity:

 

  1. From the Navigation Panel, click Add Data > Opportunity. The corresponding window displays.
  2. Enter a Name for the Opportunity.
  3. (optional) Search for and select a Prospect to link the Opportunity to.
  4. Search for and select the Company associated with this Opportunity. If the Company record doesn't exist, select Add on the right to create it.
  5. Select the Location the Opportunity should be assigned to.
  6. (optional) Enter any other Opportunity details.
  7. Click Save.

 

Opportunities can also be added from the Prospect tab > Opportunities view.

 

 

Views on the Opportunity Tab

 

The aim of this guide is not to provide an exhaustive list of Opportunity fields and properties. However, any items of particular note are covered in each view's section, below.

 

 

General

 

The General view provides general information about an Opportunity.

 

Fields Displayed:

  • Name: This is the name of the Opportunity.
  • Proposed Service Effective On: This is the date the services for the Opportunity are to commence.
  • Start Date: This is the date the Opportunity was started.
  • Closed On: This is the date the Opportunity was closed out.
  • Sales Referral Source: This is the source of the Opportunity. These values come from the Proposal Sales Referral Source List Value.

 

To edit Opportunity information, select Edit at the top-right of the grid.

 

 

Proposals

 

The Proposal view provides a list of Proposals associated with an Opportunity. A Proposal is a plan or service being proposed; Proposals can be converted to Plans in PensionPro when the business is sold. To open a Proposal from this view, double-click on its record in the grid.

 

Add/Edit/Delete:

  • Add a Proposal: Click the Add icon in the Proposals view of the Opportunity. Complete all required fields and click Save. Users also have the option to add a Proposal from the Add Data menu.
  • Edit a Proposal: From the Proposals view of the Opportunity, hover over the record in the grid and click the Edit icon. Update the desired information and click Save.
  • Delete a Proposal: Hover over the Proposal in the grid and click the Delete icon. Click Yes to confirm deletion.

 

Fields Displayed:

  • Name: This is the name of the Proposal to be associated with the Opportunity. When adding a Proposal, the system will default to the name of the Opportunity; it is recommended to include other identifiers such as the proposed plan type to distinguish it from other Proposals on the scoreboard for the same Opportunity.
  • Plan Type: This dropdown being pulled from the Proposal Plan Type List Value is used to identify the type of Plan.
  • Created On: The date this Proposal record was started.
  • Closed On: The date this Proposal record was closed either through a sale of a new business or a lost sale. When a data is entered in this field, the proposal will no longer be viewable on the Scoreboard.
  • Status: This dropdown being pulled from the Proposal Status List Value is used to identify the status of the Proposal in the sales process. This can be helpful in tracking the Proposal for follow-up purposes.

 

 

To-Dos

 

The To-Dos view provides general information about all To-Dos associated with the Opportunity.

 

To find more information on To-Dos, please review the To-Dos article.

 

 

Files

 

The Files view displays the files associated with the Opportunity.

 

To find more information on Files, please review the Files & Documents article.

 

 

Notes

 

The Notes view provides general information about all notes associated with this Opportunity.

 

For more information on Notes, please refer to the Notes article.