How to Add Opportunity

Use this workflow to create a new sales opportunity for a prospect or customer.

When to use this workflow

Add an opportunity when there is a potential sale that should be tracked in the pipeline. Opportunities are useful when the sales team needs visibility into stage, value, probability, assigned owner, and expected close date.

Before you start

Confirm whether the opportunity belongs to a prospect or an existing customer. The company must already exist in PAX.

Steps

1. Open Dashboard > CRM > Pipeline.
2. Select Add New Opportunity.
3. Enter Opportunity Name.
4. Choose the company type: prospect or existing customer.
5. Select the prospect or customer.
6. Choose Stage.
7. Review the probability that PAX sets for that stage.
8. Enter Estimated Value if known.
9. Enter Expected Close Date if known.
10. Choose Assigned To. PAX defaults this to the current user when available.
11. Choose Lead Source if known.
12. Add Description when useful.
13. Save the opportunity.

What happens behind the scenes

PAX creates an opportunity linked to exactly one prospect or customer.

The selected stage sets the default probability:

Creating an opportunity does not create a quote, customer, Sales Order, invoice, shipment, or accounting entry.

Related docs

• Pipeline Overview
• Opportunities Overview
• How to Manage Pipeline
• Prospect Detail Overview
• Customer Detail Overview