Opportunities can be created by converting leads, but there will be times when you'll need to create a single opportunity outside a common sales process.
To add a new opportunity:
- Click the Add New Item (+) button at the top of the page and select Add New Opportunity.
If you are working with a Contact or Organization, you can also add a new Opportunity but clicking the Actions menu and selecting Add New Opportunity. This will automatically link the Opportunity to the record you were working with.
- Enter a name for the opportunity.
A best practice is to set up a consistent naming pattern for records like opportunities and projects to include information like a customer name, the product or service, and an estimated closing date. This will make it easier to search for and view in a list.
For example: Company Inc. | 50 Units | April 2017
- Complete the other fields on the page. These include:
Organization - The organization that you're closing the deal with.
Category - Insightly admins can add or remove categories in System Settings.
Probability of Winning - The probability that the deal will be won. This is a percentage and must be a number from 0 to 100.
Forecast Close Date - This is the date you predict the deal will be completed.
Opportunity Value - Select the currency and enter whole numbers (no commas or decimal points).
Custom fields - Insightly admins can add or remove custom fields in System Settings.
- Click Save, or Save & New to start another new opportunity.