How do I create an Opportunity in Mindmatrix?

How do I submit a (Standard Layout) Opportunity record?

Alert
If you, (or your Users, if you are in charge of a Channel) aren't seeing an Opportunities option, make sure the Role has the appropriate Opportunity permissions. Admins can slide the Opportunity feature to the create/own/delete level. You can email Support@Mindmatrix.net, or put in a ticket, for further help or for them to enable this for you or your Users. (Learn more about Opportunities: What are Opportunities?)

There are two different Opportunity options available to give to Users
  1. Option 1: Simple Opportunity (described below)
  2. Option 2: Multi-Step Process Opportunity - An expanded creation view to gather detailed information from Users on their Opportunity, as well as show related Assets.

To create an Opportunity, go to My Database > Opportunities, and click "Create Records"
Notes
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 assistance if you can’t find the selection


Enter the account details of your Opportunity. Click "Save".



After saving your Opportunity, you can navigate back to this tab in the future, click on the create Opportunity, and associate Relevant Contact Leads, change the information, attach relevant documents, view the Report and update Win/Lose details.


We've updated the opportunity creation process to include more detailed classification options. Here are the key changes:


  1. Previous Setup:

    • Single "Type" field

  2. New Fields Added: 

    • Account Type: Options: New, Existing

    • Opportunity Type: Options: Project-based, Monthly Recurring

  3. Benefits:

    • These additional fields provide greater clarity and specificity when creating new opportunities.

    • Users can now more accurately categorize both the account status and the nature of the opportunity.

  4. Impact:

    • Improved data organization and reporting capabilities

    • Enhanced ability to tailor follow-up strategies based on opportunity characteristics


These changes will help users create more precise and informative opportunity records, leading to better overall sales process management.




When creating an Opportunity Type, if you check the ‘Make Public Records’ checkbox and share it at the company level, all opportunity records created using that opportunity type will be visible to all users within the same organization, including the Partner Admin user of organization A.

However, if a user from a different organization creates a record using the same opportunity type, that record will not be visible to the Partner Admin user of organization A. The record will only become visible to the Partner Admin user of organization A if the user from the other organization either:

  1. Assigns ownership of the record to one of the partner users in organization A, or

  2. Directly makes the Partner Admin of organization A the owner of the record.




Info
If you are a Channel Manager or Admin of this Install, you can instead choose to change the Ownership of a Opportunity to another User to assign the Opportunity to them so they can start work on it.   
Note: This will automatically share contacts with that User




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