How to Create and Manage Leads (Opportunities) on Freshsales
Creating opportunities on Freshsales is a straightforward process that can help you manage and track potential customers effectively. Follow these steps to create opportunities on Freshsales:
Step 1: Log in to Freshsales
- Open your web browser and go to the Freshsales login page.
- Enter your credentials and log in to your Freshsales account.
Step 2: Navigate to Opportunities
- Once logged in, navigate to the 'Opportunities' section from the main menu
Step 3: Add a New Opportunity
- Click on the 'Add Opportunity' button, usually located at the top right corner of the Leads page.
Step 4: Enter Opportunity Information
- Fill in the Opportunity details such as name, email, phone number, company, and any other relevant information.
- You can also add custom fields if needed.
Step 5: Save the Opportunity
- After entering all the necessary information, click on the 'Save' button to create the Opportunity.
Step 6: Manage and Track Opportunities
- Once the Opportunity is created, you can manage and track it through various stages of your sales pipeline.
- Use the features available in Freshsales to update Opportunity status, add notes, schedule follow-ups, and more.
By following these steps, you can efficiently create and manage Opportunity in Freshsales, helping you streamline your sales process and improve customer relationship management.