What is an Opportunity?
From a CRM perspective, an Opportunity is a potential source of revenue. Whenever you see a potential customer for your product/service you would want to follow up on it. That’s where CRM comes in. Let’s see with the help of a real life example about what an Opportunity is and how to create/handle it in Zurmo.
Jim is a freelance lawyer working in San Jose, California. He recently met his friend Sam who works in a software product development company. During the meeting, Jim came to know that Sam’s company is about to sue a consultancy firm they had outsourced some of their work to. Having worked with Sam’s company earlier, Jim instantly knew this was a good Opportunity! So, instead of wasting any time further, he logged into his Zurmo account right then from his hand held device, created an Opportunity, and a related Task to schedule a Meeting with the concerned person. Let’s see how he did it.
- Click on the icon on the left menu bar to go to the Opportunity page.
- Then click on the button on the top menu.
- In the page that follows, fill in the details of the Opportunity. Note that mandatory fields are marked with *. Accounts are not mandatory to be linked with Opportunities, but it would be a good idea to link them.
- After the Opportunity is created, you can add Notes, Tasks, Contacts, and Meetings to the Opportunity to help you facilitate the follow up and track the progress through various stages until it moves to the “Closed Won” or “Closed Lost” stage.