Creating a new Opportunity

Learn how to add your inquiries into the iVvy system.

An opportunity is initially created when you receive a new enquiry from a customer. iVvy uses Opportunities to track your sales pipeline, conversion rates and enable the emailing features of the system.

To create an Opportunity, you can:

  • Click onto any date in the Diary and click 'Opportunity'
  • On your Diary, click the Blue '+' Button and click 'Opportunity'
  • Navigate to Sales > Opportunities > Click on 'Add Opportunity'

Working top to bottom down the screen, ensure that you fill in all the mandatory fields and any additional custom fields that you have created.

  • Opportunity Name- Name of the event inquiry
  • Contact Type- Whether a Company or Contact has inquired about the event 
  • Company/ Contact- Search and select a Company/ Contact should they existing in your Contact database or 'Add' them into the system if they are a new Company/Contact.  If the company or contact does exist but needs updating, select it and click 'Edit'.  
  • Sales Person- The Sales Person responsible for the opportunity
  • Opportunity Type/Market Segment- What type of business this event will be. For example: Corporate, Private, Member, Wedding etc
  • Source-  Where did the opportunity come from
  • Channel- What communication method was used to attract the opportunity 
  • Quality- What is the chance that this opportunity will progress to a confirmed sale 
  • Stage- Where does this opportunity currently sit in your sales pipeline
  • Description- Any detail of the enquiry

All the above-bolded fields are mandatory in the iVvy system and help ensure team members capture this data which will be populated into the reporting features of iVvy.

Clicking the 'Save' button will add this opportunity to the Sales > Opportunities tab on the left of the screen.

Create Opportunity

Note: If you have additional fields and information that you wish to capture during the enquiry stage, you are able to add these by navigating to Global Settings > CRM > Custom Fields.

Tracking Emails for an Opportunity

If you want to track and log your emails in iVvy that have been sent from your current email system, you can use the CC email address that is unique to each opportunity that you create.

  1. Sales > Opportunities > Edit Opportunity 
  2. Click on the 'Emails' tab
  3. Click on the 'Copy CC Address' link 
  4. Paste email link when sending an email to your client from your normal email address. The email will send through to the Emails tab of your Opportunity so you have a record of your communication. 

Email Tab for Opportunity

Tracking Activities for an Opportunity

iVvy has the ability to record Activities, which are a record of what you have done to secure the sale. They can include tracking your phone calls, emails, follow-ups, site inspections, networking events, etc. Learn more about Setting up your Activities. Managers will be able to use reports to track recorded activities over a set period of time.

To add an Activity:

  1. Sales > Opportunities > Edit Opportunity 
  2. Click on the 'Activities' tab > Add Activity
  3. Add in the Activity Name
  4. Select the Type
  5. Select the Purpose of the Activity
  6. Select the Optional Start and End Date and Time of the Activity.
    Note: If you wish the Activity to show in your Activity Calendar, you will need to add in the time and date.
  7. Add in the Description of the Activity
  8. Create an Optional Follow-up Task. 
  9. Click 'Save'

Activities Tab for Opportunity