Managing Opportunity Information

An Opportunity represents a company that the firm is interested in bringing on as a new client. The Opportunity record is used to track information about this sales opportunity and manage any created Proposals. In terms of organization, it is similar to the Client record in PensionPro.

Add-On Availability: SalesPitch

Requires Security Rights: Access SalesPitch

Adding an Opportunity

To add a new Opportunity:

From the navigation menu on the left, select Add Data > Opportunity. The corresponding window displays.
Enter a Name for the Opportunity.
(optional) Search for and select a Prospect to link the Opportunity to.
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.
Select the Location the Opportunity will be assigned to.
Enter any other Opportunity details, then select Save.

Opportunities can also be added from the Prospect tab > Opportunities view by selecting Add at the top-right of the grid.

Views on the Opportunity Tab

The Views panel on the left side of the Opportunity tab separates Opportunity information into a selection of categories. The Opportunity tab contains the following views: General, Proposals, To-Dos, Files, Interactions, and Notes. 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 contains the information that was entered during Opportunity creation. Use Edit at the top-right of the grid to make changes to this information.

Fields Displayed:

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

Proposals

The grid on the Proposals view lists the Proposals created for this Opportunity. Each Proposal is a potential plan or service that has been designed and offered to this potential client for their consideration. Accepted Proposals can be converted to Plans in PensionPro.

Double-clicking on a Proposal in the grid opens it in a new tab. Use Add at the top-right of the grid to add a new Proposal, or hover over any entry to display the Edit and Delete options on the right-hand side.

Fields Displayed:

Name: This is the name of the Proposal.
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 date 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 displays any To-Do items that relate to the Opportunity. These are reminders or directions that assist in tracking and completing unexpected work.

Use Add at the top-right of the grid to add a new To-Do, or hover over any entry to display the Edit and Delete options on the right-hand side. For more information, refer to the article To-Dos.

Files

The Files view contains any stored documents related to this Opportunity.

Use Add at the top-right of the grid to add a new file, or hover over any entry to display the Edit and Delete options on the right-hand side. Double-clicking a File downloads it to the user's device.

Archived Files are hidden from the Files views by default; to view these records, select More > Show Archived.

For more information on using Files, refer to the article Files & Documents.

Notes

The Notes view is used for recording any miscellaneous information that pertains to the Opportunity. This could be confirmation of communications, instructions for special handling, or simply information that doesn't fit anywhere else.

Use Add at the top-right of the grid to add a new Note, or hover over any entry to display the Edit and Delete options on the right-hand side. To view archived Notes, select More > Show Archived.

For more information, refer to the article Notes.