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Managing Opportunities 💼

Introduction​

Each opportunity in Amplifi-Qx Hub provides comprehensive tools for tracking and managing potential sales. This guide explores the various features available for effective opportunity management and how to use them to maintain momentum in your sales process.

Core Metrics 📊​

Every opportunity displays key performance indicators that help assess its potential and progress:

Scoring System​

The opportunity grade, interest score, and value score work together to provide a comprehensive assessment:

The grade (0-10) reflects overall opportunity quality, while separate interest and value scores help you understand both the client's engagement level and the potential deal size. These scores combine with the calculated gross profit (GP) to give you immediate visibility of the opportunity's potential value to the business.

Activity Management 📝​

Communication Tracking​

The Activity/Notes tab maintains a complete history of all opportunity-related communications. The system supports multiple interaction types:

  • Emails sent and received
  • Calls made or received
  • Meetings conducted
  • General notes and updates
  • Status changes and progression

Each activity is timestamped and linked to the relevant team member, creating a clear audit trail of all interactions. You can easily add new notes or record other activities through the "Add Note" button, with options to categorize the type of interaction.

Quality Control ⭐​

The Quality tab provides automated analysis of opportunity health through multiple factors:

Quality Metrics​

The system evaluates:

  • Opportunity Quality Score
  • Last Note Date currency
  • Quote and Proposal creation
  • Documentation completeness
  • Location information
  • Contact relationship depth
  • Action status and progress

This analysis helps identify areas needing attention while ensuring consistent standards across all opportunities.

Proposal Management 📄​

Quotes & Proposals​

The Quotes & Proposals tab manages all sales documentation:

You can create multiple quotes for an opportunity, including optional variants to provide clients with choices. The system tracks quote status and values while maintaining clear links to any proposals generated. When quotes are accepted, they can be easily converted into formal proposals.

Proposal Analytics​

For sent proposals, the system provides detailed analytics including:

  • Viewing timestamps
  • Pages accessed
  • Time spent reviewing
  • Click-through rates
  • Overall engagement metrics

Survey Integration 📏​

The Surveys tab connects opportunities with both pre-sales and post-installation surveys:

Survey Management​

You can:

  • Schedule new surveys
  • Track survey status
  • Review completed results
  • Monitor survey dates
  • Link results to quotes

This integration ensures all site assessment information remains connected to the opportunity record.

Action Tracking ✅​

The Actions tab helps manage all opportunity-related tasks:

Action Management​

Track both current and completed actions with:

  • Clear ownership assignment
  • Due dates and deadlines
  • Status monitoring
  • Priority levels
  • Completion tracking

The system maintains a clear separation between active and completed actions while preserving the full history of all activities.

Job Connection 🔧​

For successful opportunities, the Jobs tab provides seamless connection to operational delivery:

Job Transition​

When opportunities are won, you can:

  • Create associated jobs
  • Track job status
  • Monitor installation progress
  • Maintain client communications
  • Ensure smooth handover

This integration helps eliminate gaps between sales and delivery while maintaining clear documentation of all activities.

Best Practices 💡​

Effective Management​

To maintain momentum in opportunities:

Regular Updates Maintain engagement through consistent communication and documentation. Record all significant interactions promptly and ensure action items are created for any follow-up requirements.

Quality Monitoring Review quality scores regularly and address any failing indicators promptly. This proactive approach helps prevent opportunities from stalling while ensuring consistent standards.

Documentation Completeness Maintain thorough documentation including:

  • Clear communication records
  • Updated contact information
  • Accurate site details
  • Current quotes and proposals
  • Linked survey results
  • Active action items

Quick Actions 🎯​

Common Tasks​

Access frequent actions through the opportunity options menu:

  • Add notes or updates
  • Create new actions
  • Manage contacts
  • Change pipeline stage
  • Update opportunity details
  • Send WhatsApp templates
  • Trigger automations

Status Management 📈​

Tracking Progress​

Monitor opportunity progression through:

  • Pipeline stage updates
  • Status changes
  • Activity levels
  • Quality scores
  • Action completion

Regular review of these indicators helps ensure opportunities continue moving forward effectively.

Return to Opportunities Overview → Learn More About Sales →

Remember

Effective opportunity management requires consistent attention and thorough documentation. Regular updates and prompt follow-up help maintain momentum while ensuring no important details are missed.

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