How do I Convert a Deal Into an Opportunity?
To convert a deal to an opportunity, go to “Manage” > “Deal Registration” > “Deal Registration Request”
Click on the “Approved Deals” tab, find the deal that you wish to edit, and click on the opportunity button.
Select the Opportunity Type and hit the “Save” button.
Now, fill in the rest of the details and hit the “Save” button.
The platform will now add a new Opportunity to your Opportunities list.
Related Articles
Configuring and Using Slack Integration for User, Opportunity, and Deal Notifications
Introduction: This article outlines the newly introduced Slack integration feature, which allows notifications for user lists, opportunities, and deals to be sent to a configured Slack account, streamlining communication and enhancing team ...
What are the deals smart list condition options?
There are many options to create deals smart lists in Mindmatrix. The outline below explains the options available for the condition filters within the deals smart list. Deal Record Data This Condition is used to filter deals based on deals record ...
How can I share a registered deal and assign ownership?
Introduction: In this article, we will explore how you can efficiently share registered deals and assign ownership within your management system. This guide will assist you in navigating through the necessary steps with clarity. Navigating to Deal ...
How to approve a new deal?
1. Click on the Manage tab, then Deal Registration, and Deal Registration Approval Note: this may be under a different part of your navigation bar depending on your settings and customization. Contact your Support team or Consultant for further ...
How do I setup permissions so that users can only view their own deals, opportunities or other data?
You can set role permissions so that users can only see their own deals and opportunities, and not the data of other users within their own organizations. By default, users will only see their own contacts unless another user shares contacts with ...