Customizing Opportunities

Opportunities are used to monitor your sales process. This is where you can keep a record of what the value of a sale is, why a Contact or Organization is interested in your business, and the timeline of the opportunity.

Here are a few things you should get familiar with before creating Opportunities.

State

Keep track of an Opportunity by setting its current state to Open, Suspended, Abandoned, Lost, or Won.

Open and Suspended are considered "open" states, and the others "closed" states, meaning their work is complete. Admins can also create State Reasons indicating why the state was changed.

Screen_Shot_2019-07-01_at_11.13.26_AM.png

Pipelines 

2017-10-17_22h14_55.png

Pipelines can be set up by an administrator to guide your salespeople through an established process. Completed stages are in green, the current stage is blue, and upcoming stages are in gray.

You can tie activity sets to a Pipeline to automatically create tasks and events when a stage is reached.

Pipelines_and_sets.png

Categories

Categories are a way to label opportunities, projects, tasks, and files. Category is an included dropdown field in Insightly, but the values and colors of the selections can be added to, changed, and customized by an administrator. It's similar to a custom dropdown field.

Layouts and fields

Insightly has powerful customization features for fitting your CRM to your business. Two of the most beneficial of these features are custom fields and page layouts.

When you have standardized information that doesn't fit into the fields provided with Insightly, creating a custom field places the new field right on the data-entry form. 

Custom fields are administrator-created fields that can be tailored to fit your team's needs. There are 16 different types of fields to capture numbers, dates, and text. These are great to prompt your users for standard information that they should enter every time they create a record. 

Page Layouts are for organizing which fields are displayed to users, who those users are, and the order the fields appear in. Use advanced permissions to restrict page layouts to only the appropriate team's profiles.

Page_Layout_7.gif

Was this article helpful?