What does it mean to add an opportunity?

The opportunities widget helps you track business opportunities as a way to measure the progress and success of your outreach. It is located on the right-hand side of the TextKit window.

Opportunity stages
Defining the specific stage of the opportunity is important to track its progress.

An example of a 5-stage sales cycle in the wireless industry:

• Awareness: The customer has been informed about an iPhone upgrade opportunity
• Discovery: The customer responded to your text and is currently looking at alternative offers
• Meeting Booked: The customer wants to meet in-person at the store to discuss the details
• Final Proposal: The customer is reviewing the upgrade package terms
• Closed: The customer has purchased the upgrade and you have successfully closed the opportunity with a win!

Note that the stages may differ depending on your business’s setup. 

View active and closed opportunities‍

Click “View more” to view all the opportunities associated with the customer, categorised as Active or Closed. On the right side of each opportunity, the current stage is displayed and the timestamp underneath indicates the date of the next step.

Add an opportunity

• Click “Add an Opportunity” in the opportunity widget
• There are multiple fields that may be configured depending on your business’s setup. In a wireless business example, you may select the specific product of interest, such as the newest iPhone model
• Select the opportunity stage
• Add any notes you may have about the customer, such as if they preferred a certain colour and storage capacity
• Select the date of the next step, such as following up in 2 weeks. Add it to your calendar to ensure you don’t forget
• If applicable, assign the opportunity. See the section below for details
• Save the opportunity‍

Assign an opportunity

There are 2 categories:

• Created by: Indicates the user who created the opportunity.
• Owned by: The creator can use this field to assign it to another user who may better serve the opportunity. By default it is assigned to the creator.

Edit an opportunity

• Click the opportunity you want to edit
• Change the stage of the opportunity to reflect the newest development, such as if you followed up with the customer and they are now in the “Discovery” stage of the process
• Make any other changes and save
  

Close an opportunity

• Click the opportunity you want to close
• Change the opportunity stage to “Closed”
• Select the reason for closing. This is helpful in analyzing your wins and losses so that you can improve your sales skills or outreach strategy.
• Set the date of the next step if applicable
• Save the opportunity 
• It can now be found in the “Closed” opportunities tab to review anytime
  

Delete an opportunity

• Note that this is different from your previous Statflo experience
• Click the opportunity you want to delete
• Scroll to the bottom of the widget; click “Delete Opportunity” to confirm

Any changes made to opportunities are recorded in the customer’s timeline for you to view anytime.