CRM Opportunities

2018

CRM Opportunites

Create a CRM Opportunity

1.  Login to the workforce CRM https://recruiter.mc3.edu/coned.

2.  Click the + icon in the top right.

3.  Select Opportunity.

4.  Enter all the fields that pertain to the opportunity you are creating. The Topic field is required as denoted by *. 

• The Contact field is the related primary contact record for the opportunity.
• The Account field is the related company for the opportunity.
• Training Type must be either “Company” or “Individual.” This will set the business process flow.
• The Source field is how you obtained the information to create the opportunity.

5.  Click Save after the opportunity information has been entered.

Close a CRM Opportunity

1.  Login to the workforce CRM https://recruiter.mc3.edu/coned.

2.  Navigate to the Opportunity that you would like to close.

3.  From the ribbon, select either Close As Won or Close As Lost.

• Close As Won indicates that the person or business obtained the information needed or the business training was completed.
• Close As Lost indicates that the person informed us that our training or course offerings did not meet their needs.

4.  Update the Status Reason.

Move a Business Opportunity From Stage To Stage

1.  Login to the workforce CRM https://recruiter.mc3.edu/coned.

2.  Click on Sales and then Opportunities.

3.  Click on the opportunity that you wish to move forward or backward.

4.  The flag indicates what stage the opportunity currently is in.

5.  To move the flag forward or backwards, use the Next Stage forward or backward buttons.

Article ID: 3784
Created On: Tue, Oct 30, 2018 at 4:30 PM
Last Updated On: Sun, Jan 3, 2021 at 11:27 AM

Online URL: https://kb.mc3.edu/article/crm-opportunities-3784.html