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 dollar amount, expected close date, sales stage and more.
Heres how to create 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 two options for creating a new opportunity:
Creating an opportunity on the Company level:
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” by scrolling to the bottom of the page.
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 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 “star” sign in the bottom tool bar to create a new opportunity.
Next, fill in the the details for your new opportunity and scroll to the bottom of the page 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.
You can filter opportunities by owner or sales stage at the top of the opportunities tab. You can also sort by Account, Amount and Close Date.
Drill into an opportunity to edit. Click the 3 dots in the top right hand corner to edit details of your opportunity
Key contacts are people at a company that are the decision makers for an opportunity. Only interactions with key contacts show up in the timeline for your opportunities.
To select a key contact, drill into an opportunity and scroll to contacts. Click the "+" sign next to a contact to make them a key contact. You can have multiple key contacts for an opportunity.
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