Articles
Opportunity Record Overview
Opportunity Records are used to track a sales process. They are primarily used by companies that have direct sales reps who manually interact with prospects as they are making a buying decision. Each opportunity record stores the history fo...
Create An Opportunity Record
An opportunity record contains the history of a single sales process with one prospect. They may be created automatically when a prospect fills out a web form, clicks on a link, etc. or be added manually after a personal interaction with...
Searching Opportunity Records
You can create and save one or more opportunity searches that will help you easily view and manage your opportunities. These searches can be added to your user home page using the Saved Search widgets. When you create a saved search, you save a set ...
Assign Opportunities With A Round Robin
A round robin is a set of distribution rules based on numeric logic. You can use a round robin to automatically assign users as owners of specific contact records, and to distribute new opportunities to your sales team. The round robin r...
Next Action Fields In An Opportunity Record
After you create an opportunity or get assigned to one automatically, you'll use the opportunity record to keep a record of communication and progress through the sales process. Next action dates can help you track task commitments related to th...
Update The Opportunity Summary
The opportunity summary includes basic contact information for your prospect and notes section. You can click on the prospect's name to view their contact record and/or click on their email address to send them a personal email. The opportunity ...
Track Product Interest In An Opportunity Record
As you are working with a prospect, you will learn more about their specific needs and the products you sell that will meet them. If your company is using the Max Classic E-commerce module, then you will be able to track the prospect's interests...
Send a Buy Now link from an opportunity record
When a sales rep tracks product/subscription program interest in an opportunity record , they can generate an email with a buy now link when someone is ready to buy. The buy now link takes the customer directly to the Keap shopping cart wi...
Create An Order From An Opportunity Record
The create an order method is essentially a streamlined way of creating a manual order in Max Classic. It generates an unpaid order record based on the product/subscription program interest recorded in the opportunity record (including products, pay...
Assign A Referral Partner To An Opportunity
Your company may have a partner program that pays referral partners commission for the leads they send to you. When a partner sends you a lead, you will need to make sure the referral is tracked in your opportunity record so that the affiliate will ...
Mass Update Multiple Opportunity Records
Please Note! If you need to update the win or loss stage of a list of opportunities and you are requiring a win or loss reason to be entered by the sales rep, the opportunities will not update! Please review step 4 of this article to learn mor...
Batch Create Opportunity Records
Go to CRM > Contacts in the main navigation menu. Search for the contact records that you want to create opportunities for. When you have the correct search results, click on the Actions button and select select Create Opportunit...
Quickly Edit Multiple Opportunity Records
Please Note! If you need to update the win or loss stage of a list of opportunities and you are requiring a win or loss reason to be entered by the sales rep, the opportunities will not update! Please review step 4 of this article to learn mor...