Opportunity Management: Create, Import, Export, and Actions

Create an Opportunity 

You can create opportunities directly from the Opportunities module. 

Navigation

Sales → Opportunities → Add Opportunity

To add an opportunity: 

1. Go to Sales → Opportunities. 

2. Click Add Opportunity. 

3. Enter all the required opportunity details. 

4. Click Save. 

The opportunity will be added to the Opportunities list. 

Export Opportunities 

You can export opportunities based on selected criteria. 

Navigation

Sales → Opportunities → Three-Dot Menu (Top Right) → Export

To export opportunities: 

1. Go to Sales → Opportunities. 

2. Click on the three-dot menu on the right side. 

3. Select Export Option. 

4. Choose the required criteria. 

5. Select Export as Excel or Export as CSV. 

6. Click Export. 

The file will be downloaded to your system. 

Upload Opportunities Using Excel 

You can upload multiple opportunities at once using an Excel file. 

Navigation

Sales → Opportunities → Three-Dot Menu (Top Right) → Upload Excel

To upload opportunities: 

1. Go to Sales → Opportunities. 

2. Click on the three-dot menu on the right side. 

3. Select Upload an Excel Option. 

4. Select the Excel file. 

5. Choose the correct sheet. 

6. Map and select all required criteria. 

7. Click Upload. 

The opportunities will be added to the Opportunities list. 

 Opportunity Actions (Three-Dot Menu) 

Each Opportunity has an action menu that allows you to perform multiple actions without opening the lead. 

To access Opportunity actions: 

• Click on the three-dot menu next to a specific Opportunity. 

Available actions include: 

• Change Stage 

• Edit 

• Archive 

• Add Task 

• Follow up 

Use these options to quickly manage individual leads.