Creating an Opportunity

You create Opportunities in Pipeline Management to identify and track business opportunities, including possible revenue, people involved, current status, and expected, and actual outcome. When creating an Opportunity, you can link it to an Initiative. However, you cannot create an Opportunity from an Initiative.

Users with the Essentials Data+ tier can view Objectives, Initiatives, and Opportunities, and can link Activities and Tasks to Objectives. Creating or editing Objectives is restricted to the Strategic Data tier.

Opportunity Form

The opportunity form provides a consistent create, view, and edit interface, making it easy to find and update information. The header gives you at-a-glance visibility into an opportunity’s status, outcome, and revenue details. Key fields are automatically populated from existing data to reduce manual entry and improve data quality. You can also access essential contact and company details quickly through a collapsible Relationship Insights panel.

The opportunity form is defined by an administrator, so views may vary by user.

To Create an Opportunity

1. Either:
   • From any page, click global Add button > Add Opportunity, or
   • From the Pipeline Management tab, click Add Opportunity.
2. Click the Target Company field. The Search and Add Company page will display. Entering the Target Company will automatically associate the Industry.
3. In the Search for Contacts field, type the name of the company to which you want to link to the Opportunity.
4. Click the icon beside the name of the company.

5. Click Add Selection when the correct Company for the Opportunity is displayed under Selected Company.

   If the company that you want to add is not in the InterAction+™ database, you can add a new company by clicking Add a New Company.

6. Optional: To add a primary contact, click the Primary Contact field. The Search and Add Person page will appear. Entering the Primary Contact will automatically associate the Target Company.
   • Enter the primary contact's last name.
   • Click and select a contact.
   • Click beside the contact name.
   • Click Add Selection when the correct contact is displayed.
7. Under Primary Owner, select the name of the user who will lead the Opportunity. Entering the Primary Owner will automatically associate the Practice Group.
8. Click the Opportunity Type field and select the Opportunity Type.
9. Create a Title for the Opportunity and enter it into the Title field.
10. Optional: Enter a Description for the Opportunity.
11. To link the Opportunity to an Initiative, click More, click on Initiative and select the Initiative to which you want to link the Opportunity.
12. Optional: Other information about the Opportunity can be set by clicking MORE. For example, you can add a Source Contact, Referrals or estimated Start Date and End Date. You might also see your firm's additional Custom Fields to complete.
13. To add the Location, click Add Location and select the Country from the dropdown menu.
14. When all fields are completed as needed, click Create.

Relationship Insights Panel

1. Open the relationship side panel directly from the opportunity form by clicking a Company Contact, Primary Contact, or Others Involved.

2. The Relationship Insights side panel slides open and closed as needed.

3. View essential relationship information along with key highlights.