How To Add/Update Opportunities For Multiple Contacts
Pipeline Adjustment
Moving a single contact or multiple contacts to different pipelines within your opportunities section is a simple process. Just select the desired contacts, and click on the funnel icon. This action provides quick and easy access to move as many contacts as needed with a single click. All changes are made manually, ensuring organization and clarity throughout your entire opportunity list.
Add/Update Opportunity
To include a contact in any of your opportunities, follow these steps:
Select Pipeline
Choose the pipeline where you want the contact to be. This section is mandatory.
Select Stage
Specify the stage within the pipeline where you want the contact. This section is also mandatory.
Opportunity Name
This is the name that will appear on the contact's card in the opportunities section. Note that "Opportunity name" is distinct from "Contact name."
Opportunity Source
Enter the source (the platform from which you acquired the contact) for the contact being added to your opportunity.
Lead Value
Input the estimated value of the client/customer in case the deal(s) are successfully closed. Upon deal closure, the value will be automatically added to your revenue.
Opportunity Stage
Select the stage in which you want to place the contacts within your opportunity.
Action
Specify the name you would like to use to describe this action, as it will be displayed in the tracking report.
Add/Update Opportunity
Click the save button to apply and save the changes you made.
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