General: The Opportunity

An opportunity in a CRM (Customer Relationship Management) system is a sales chance—a potential conversion of a prospect into an actual buyer. It indicates that someone is interested in a product or service and helps track this potential sale step by step, from the first contact to closing the deal.

An opportunity gathers all essential information: who the customer is, the estimated deal value, the expected closing date, and the current stage of negotiations. Think of it as a to-do list for a sale, structured into clear phases (stages)—from qualification and proposal creation to negotiation.

The goal is to keep track of all ongoing deals, set priorities, and efficiently manage sales processes. Opportunities make it easier for sales teams to plan potential revenue and strategically work towards turning leads into successful deals.

Creating an Opportunity

1. Click on “Add Opportunity” in the desired stage.
   

2. You now have two options:

   • Select an existing contact as an opportunity from your contact list.
   • Create a new opportunity from scratch.

If you select an existing contact, you will be taken directly to step three: Opportunity Details.

If you create a new opportunity, you first enter the required contact details and then proceed to the Opportunity Details.

3. In the Opportunity Details, you can:
   • Assign a title to the opportunity
   • Set a due date
   • Define the estimated deal value
   • Mark the opportunity as a favorite (optional)

All fields are optional.

To edit an opportunity later, click on the three-dot menu and select “Edit”.

Editing an Opportunity

In Quentn, you can open an opportunity in the sales pipeline with a simple double-click.

This will open a window with three tabs:

Overview Tab:

1. • Displays key details such as the title, value, owner, due date, contact details, and comments (formerly notes).
   • Allows you to edit the contact by clicking the appropriate button.
   • Lets you add comments/notes to keep track of important details. Enter your note in the designated field and click "+ Add" to save it.

History Tab:

• Shows the timeline of the opportunity:
  • When emails were sent, opened, or clicked
  • When specific tags were assigned
  • When stages were entered or left

Pipelines Tab:

• Displays the pipeline and stage where the opportunity is currently located.

Setting a Due Date

Opportunities can have a due date to indicate when the next action should take place. This helps you and your team stay on top of follow-ups.

• You can manually set this date or automate it if the information is transferred from a third-party system (e.g., via Zapier).
• A "Date" type contact field must exist for this feature to work.