Skip to main content

💼🎯 Opportunity Management

The Opportunity Management module in C360 CRM helps you track, manage, and update all sales opportunities in one place.

To access it:
➡️ Go to Sales → Opportunity from the left-hand menu.

📊 Opportunity Overview​

The Opportunity List provides a complete overview of all opportunities in the system.
You can switch between List View and Grid View depending on your preference.

In List View, opportunities are displayed in a table format with sortable columns.

Columns in List View​

ColumnDescription
ActionInline editing options (quick update).
Opportunity NameName of the sales opportunity.
StageCurrent phase of the sales process.
AmountEstimated revenue from the opportunity.
Close DateExpected closure date.
ProbabilityLikelihood of closure (set automatically per stage).
Account NameAssociated account/customer.
Opportunity TypeClassification: New Business, Renewal, Upsell.
Opportunity SourceOrigin: Referral, Marketing Campaign, Inbound Inquiry.
Modified AtLast modification date.
Last ActivityMost recent engagement/interaction.
tip
  • You can sort columns in ascending and descending order
  • Click on the maximize icon beside the search bar to expand the list to fullscreen.
  • You can view upto 200 records at a time in the list view by selecting the Number from pagination dropdown.
Opportunity List view
List View — tabular format with sortable columns
info
  • You cant revert the opportunity back from archive to active once it is archived.
  • You cant perform any action on the archived opportunity except download.

🔄 Opportunity Lifecycle​

⚡ Key Actions on the Opportunity Page​

  1. 🔍 Search Opportunities – Find records by name, phone, or mobile.
  2. ➕ Add Opportunity – Create new opportunities.
  3. 🗑 Delete – Select opportunities using checkboxes → click Delete.
  4. 👤 Assign / Change Owner – Reassign opportunities to other users.
  5. 📥 Import – Upload opportunities via pre-formatted file.
  6. 📤 Export (Download as Spreadsheet) – Export selected opportunities.
  7. ✏️ Inline Editing – Update fields directly in the table.
  8. 🖥 Maximize View – Expand list to full screen.
  9. 🗂 Grid View – Visualize opportunities with color-coded stages.
Opportunity Grid View
Grid view with stage-based color coding

🔍 Searching Opportunities​

  • Enter Name, Phone, or Mobile Number in the search bar.
  • Click the Search icon.
Search Opportunities
Search opportunities instantly

🎛️ Filtering Opportunities​

Click to view available filters
  • Lead Source → Origin of the opportunity (Website, Referral, Campaign, etc.) - Opportunity Type → Business type (New, Renewal, Upsell) - Opportunity Stage → Current sales stage (Prospecting → Negotiation → Closed) - Account Name → Specific account or organization
Filter Opportunities
Filter opportunities by multiple criteria

Other filter options include:

  • Viewing Active or Archived Opportunities using the toggle switch.
  • All Opportunities / My Opportunities / Opportunities Assigned To Me
note
  • All Opportunities: Created By me/Assigned to me/Created By below users.
  • My Opportunities: Created By me
  • Opportunities Assigned To Me: The Opportunity which were assigned to me by someone.

🗑️ Deleting Opportunities​

  1. Select the checkbox(es) beside the Opportunities you want to delete.
  2. Click the Delete icon .
  3. Click on Yes from the confirmation pop up if you want to delete.
Delete action for selected opportunity
Delete selected opportunities

📂 Downloading Opportunities​

  1. Select the checkboxes for opportunities.
  2. Click the Download icon.
Download Opportunities
Export selected opportunities to Excel
info
  • You can download upto 1000 opportunities at a time.

📝 Viewing & Managing Opportunity Details​

Each opportunity contains a detailed view where you can review and update key information.

Core Details​

  • Opportunity Owner — who manages the opportunity.
  • Opportunity Name — unique identifier/title of the deal.
  • Account Name — the customer or account linked to the opportunity.
  • Type, Probability, Amount — classification (e.g., New Business), closure likelihood, and deal value.
  • Assigned User — the team member responsible.

Actions You Can Perform​

  • Edit Opportunity: Update details, change the owner, or adjust the stage.
  • Reassign: Allocate the opportunity to another user.
  • Add Notes & Tasks: Log important updates or schedule follow-up actions.
  • Track Activities: Review past engagements and interactions.
note

Use the Add Note or Add Task buttons in the top-right corner to capture new updates and ensure smooth follow-ups.

Opportunity Details
Opportunity detail view with editable fields and related activities

👥 Assigning / Changing Opportunity Owner​

  1. Select opportunities from the list.
  2. Click Assign To → choose a user → click Assign.
Assign Opportunity
Assign an opportunity to a user

➕ Add & Edit Opportunities​

  • Add:

    1. Click Add Opportunity
    2. Fill required fields
    3. Click Save
      info

      An Opportunity can be generated or created using two ways:

    4. Normal Addition from list Page.
    5. From Lead Conversion.

  • Edit:

    • Use the inline edit icon in the list, OR
    • Open Opportunity Details → click Edit
info

The Update button activates once you make changes.

Add Opportunity
Create a new opportunity