Opportunities are the active deals you are working on with companies/contacts in Spiro. You can record and easily update opportunity information such as the amount, expected close date, sales stage and more.
Creating an opportunity for a new company or contact:
If you are creating an Opportunity with a brand new Company and Contact, navigate to the Opportunities tab and click the "+" sign in bottom right hand corner.
You will have 2 options for creating a new opportunity:
1. Creating an opportunity on the Company level
2. Creating an opportunity on the Contact level
TIP: This type is recommended because it will create the Company, Contact and Opportunity at the same time
Enter in the company/contact and opportunity information and hit "Create"
Creating an opportunity with an existing company or contact:
The first step to creating a new opportunity with an existing company or contact is to navigate to the "Search" tab and search for the company or contact who the opportunity is associated with.
TIP: Always search for a company or contact before creating a new one to prevent duplicates.
Once you find the company or contact you can click the "+" sign in the bottom right hand corner to create a new opportunity.
Next, fill in the details for your new opportunity and hit "Create" to save.
Congratulations on creating an opportunity in Spiro! You can view the opportunity from the Opportunities tab or search for the contact or company the opportunity is associated with from the Search tab.
Want to see how to do this on the Spiro Web version? Click here!