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Opportunities Card / Opportunity Details Breakdown
Opportunities Card / Opportunity Details Breakdown

By clicking on top of the white section of your contact card, you'll have access to the opportunity details.

Hannah Dove avatar
Written by Hannah Dove
Updated over a week ago

By clicking on top of the white section of your contact card, you'll have access to the opportunity details. From here, you can easily and quickly manage everything about this contact.

Opportunity Details Breakdown

Start by selecting the lead you'd like to edit and click on top of the white card.
It'll open a menu where you can edit these options:

Opportunity Section Within Opportunity Card

Once the box opens, you'll see the Opportunity section. Here you can edit the opportunity information. It's divided in 2 parts:

  • Contact Info: here you can edit the contact details like name, email, phone number, company name and tags.

  • Opportunity Info: here you can edit the opportunity card info, pipeline, stage, among other details.

After you finish editing, click on Update.

PRO TIP: You're able to delete any opportunity card from this section.

Book/Update Appointment Section Within Opportunity Card

You can manage your appointments from this sections. From here, you can either add new appointments or edit an existing one.

To book new appointments, first select the calendar you'd like to use.

Select Assigned User For Appointments

Select "Round Robin" for random owner assignment OR Pick a Team Member.

Select Appointment Date

Choose the date for the appointment on the calendar.

Select Appointment Time

Choose the time slot for the appointment.

Save Appointment

Once you finished setting up the appointment, click on "Update" to save it.

Edit An Existing Appointment

PRO TIP: To know when an appointment already exists, check the Appointment Title field, if it has a title, then an appointment has already been created.

This field is typically empty when there is no appointment.

Change The Calendar

You can change the Calendar by clicking on this dropdown.

Set A New appointment date.

Click on the "Day" options to edit the new appointment date.

Select The New Appointment Time.

Click on the "Slot" options to edit the new appointment time.

Update Existing Appointment

Once you've finished editing the appointment, click on "Update".

Tasks Section Within Opportunity Card

Manage your tasks with an specific contact from this section. You will be able to see all tasks, add new or edit/delete existing ones.

Add A New Task

For new tasks, simply fill in the task's title and description.

(Optional) Assign Task To A User

Choose the assigned user on the "Assign To" Dropdown.

(Optional) Select A Due Date

Choose a due date on the calendar.

Save The New Task

Once you've finished editing, click on "Update".

Edit An Existing Task

To edit a task, first select the task you'd like to edit and click on the edit pencil.
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You'll see the task information on the right side.

Edit The Name & Description

Edit the task's name and description if needed.

Change Assignee

Change the assignee on the "Assign To" dropdown.

Edit The Due Date

Choose a new due date on the calendar.

Update Task

Once you've finished editing, click on "Update".

Notes Section Within Opportunity Card

Keep track of important notes and details related to your contacts. In this section, you can add new notes or edit/delete existing ones.

Add A New Note

To add any new notes simply type in your notes on the text box, then click on "Save".

Edit An Existing Note

To edit existing notes, select the note you want to change, click on the edit pencil and edit the note on the text box.
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Once you've finished editing, click on "Save".
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You also have the option to delete any notes by clicking on the bin icon.

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