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Adding Opportunities 🆕

Introduction​

Amplifi-Qx Hub provides several methods for creating new opportunities, each designed to fit naturally into your workflow. Whether you're working directly with opportunities, managing company relationships, or following up from a contact interaction, you can initiate new opportunities in a way that makes sense for your current context.

Creation Methods 🛠️​

Direct Creation​

The most straightforward method is creating an opportunity directly through the New Opportunity form. You can access this by:

  • Clicking the '+' button in the top navigation
  • Selecting "Opportunity" from the quick create menu
  • Using the "Add Opportunity" button in the Opportunities list

This approach is ideal when you're specifically focused on adding a new sales opportunity and have all relevant information ready.

Company Profile Creation​

While working with a company profile, you can create opportunities directly from the Sales tab. This method automatically associates the opportunity with the correct company and provides context from existing relationship data. Access this by:

  • Navigating to the company profile
  • Selecting the Sales tab
  • Using the "Add Opportunity" button

This approach streamlines the creation process by pre-filling company information and providing access to existing contacts and location data.

Required Information 📝​

Core Details​

When creating a new opportunity, you'll need to provide:

Essential Information The system requires basic details to ensure proper tracking:

  • Opportunity Title: A clear, descriptive name for the opportunity
  • Opportunity Type: Commercial or residential classification
  • Pipeline Assignment: Which sales pipeline will manage this opportunity
  • Company Association: The client company for this opportunity
  • Primary Contact: The main point of contact

Scoring Information Help prioritize the opportunity by setting:

  • Value Score: Potential value assessment (0-10)
  • Interest Score: Engagement level indicator (0-10)

These scores combine to help calculate the opportunity grade and assist in pipeline management.

Location Information​

Proper site documentation is crucial for successful opportunities:

Site Details Capture key location information:

  • Building Name: Clear identifier for the site
  • Building Address: Complete postal address
  • Approximate Coverage Area: Size of space requiring coverage
  • Additional Site Details: Any special considerations or requirements

Best Practices 💡​

Effective Creation​

Follow these guidelines for optimal opportunity setup:

Clear Naming Use descriptive titles that include:

  • Company name
  • Site location (if applicable)
  • Project type or scope
  • Unique identifiers if needed

For example: "ACME Industries - London HQ - Coverage Extension"

Accurate Scoring When setting scores:

  • Consider budget indications
  • Assess engagement level
  • Evaluate decision timeframe
  • Factor in relationship strength
  • Account for technical feasibility

Initial Setup​

Take time to properly configure new opportunities:

Documentation Ensure you capture:

  • All relevant site details
  • Key contact information
  • Initial requirements
  • Any known constraints
  • Project timeline expectations

Next Steps Before completing creation:

  • Set initial actions
  • Schedule follow-ups
  • Plan site surveys if needed
  • Document any immediate requirements
  • Note specific client preferences

Quick Tips ⚡​

Efficient Creation​

Speed up the process by:

  • Using company profiles when possible
  • Maintaining updated contact lists
  • Documenting standard site information
  • Creating action templates
  • Using consistent naming conventions

Quality Control​

Maintain high standards by:

  • Verifying all required information
  • Double-checking contact details
  • Confirming site information
  • Setting appropriate scores
  • Planning immediate next steps

Return to Opportunities Overview → Learn About Managing Opportunities →

Remember

Taking time to properly set up new opportunities pays dividends throughout the sales process. Ensure all available information is captured accurately from the start.

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