*** Note: Please make sure that CONTACTS have already been created before creating OPPORTUNITIES. ***

 

How to create CONTACTS? Click here!

 

STEP 1: Log in to your Vintory CRM account

(Drop down menu on the upper left corner of the screen)

• Choose a partner where you want to create opportunity.

STEP 2: On the Dashboard, click on the OPPORTUNITIES

 

STEP 3: Click on New                                 

(orange button on the top-right corner of the screen)

 

 

STEP 4: Fill in the necessary fields and complete the Contact Info

A. Input and choose a contact on the Contact Name Field

B. Fill in your desired Opportunity Name on the Opportunity Name Field.

• • Best practice is to use a street name so you have a better idea on what property is going through the Pipeline
  • Naming convention is up to the user

C. Under STAGE FIELD choose a STAGE in the Pipeline where your contact will go.

• • Responsive Lead

• • • Lead that you’ve had a very good discovery call. 

• • • Waiting area for the lead to-be.

• • • Doesn’t have automation tied to it, never will.

• • Appointment Booked

• • No Show

• • Negotiation

• • • Resting area for leads

• • • Lead under the negotiation stage doesn’t get hit with a bunch of automation.

• • On Hold

• • • Hot lead but cannot close for a while (buyer, purchaser, in a long term contract)

• • Long Term Nature

• • • Lead that is so interested but suddenly becomes unresponsive to any communications
  • Send Contract

D. Status

• • Won

• • Lost 

• • Abandoned

E. Lead Value (Annual gross booking revenue)

F. Owner (Assigned BD Rep)

G. Source (Referral source, Digital Ads, Post Card, etc…)

STEP 5: Click the AVAILABILITY tab.

• After completing the Contact Info for your OPPORTUNITY, hit ADD and then refresh

• Look for the column in your pipeline on what STAGE you designated your contact.