If you are in multiple Market Centers, you can choose which Market Center you want to associate with the Opportunity, for compliance reasons.
Select the team you want to associate with the Opportunity.
Choose the Pipeline to add this Opportunity to, based on the type of transaction:
During transaction process, the Opportunity might be assigned to different team members, depending on the phase and stage of the Opportunity. No matter who it is assigned to, the Owner of the Opportunity will always stay the same.
An Opportunity must be associated with a contact. Use the drop-down, start typing the contact's name, then choose from the results list.
You have the option of associating a second contact with the Opportunity, if the second contact is involved in the transaction.
By default, the Opportunity Name will be auto-filled with the Opportunity Type and the last name of the primary contact associated with the Opportunity. The Opportunity name is fully editable and searching for this name is an easy way to find an Opportunity, whether you are searching for an active or closed Opportunity.
Everyone organizes their business in a different way. Custom Tags allow you to add searchable terms to the Opportunity, so that you can easily find and manage it later.
Start typing the tag name, and if you have already added it, then select the tag from the results list. If this is a new tag, you will see a Create "<tag>" option. Once you create the tag for one contact, you will be able to find it on the Custom Tags results list in the future.
- There is a settings page where you can manage these custom tags, to learn more about this page, click here.
Estimated Closing Date
Select the expected close date using the calendar widget.
Estimated Listing Price
Enter the estimated listing price. This will drive the volume total, until a listing is attached to the Opportunity later in the process.
Enter your commission rate. This will drive the probable and expected income numbers, when looking at Sales Pipeline insights.
Opportunity Phase and Stage
Opportunities allows you to customize your transaction workflow in the system, to fit your business. Choose the phase and stage where you want this new Opportunity to begin.
- To learn more about customizing your Opportunity Pipelines, click here.
Assign members of your team to this Opportunity. Anyone who is assigned will have access to view and manage the Opportunity details, and will be added to the DocuSign Room for this Opportunity, if you are going to create a DocuSign Room.