How do I submit a (Standard Layout) Opportunity record?
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
- Option 1: Simple Opportunity (described below)
- 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"
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.
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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