Managing Account Opportunities

An account in Lead Gen & CRM is just like a folder in a digital filing cabinet, where you can store all of the information related to a contact or an opportunity in one place. Opportunities are prospects, based on your products or services.

Assign Opportunities to Accounts

To assign an opportunity to an account, start from the Sales > Account page in Lead Gen & CRM's left toolbar. 

1. Scroll down and click on Add Opportunity. 
   
   

    

2. If you choose to Select A Contact that already exists, begin typing the contact’s name or email address in the text field. 
   
   

    

3. If you choose to create a new contact and opportunity, click the Create a New Contact tab and fill out the text fields. 
4. Click Continue. 
   
   

    

5. When the Opportunity window appears, update the name of the opportunity. 
6. If necessary, click the Add Account button and choose the same account you are working within. 
    
   Important: If you do not add the account to the Opportunity from the Opportunity window, your new opportunity will not be assigned to the account. You can go into the Opportunity later, from the Sales > Opportunity section in the left toolbar, to add the Opportunity to the account.
7. In your new opportunity, add any notes that are relevant to the opportunity. 
    
   Note: Notes added to opportunities are not attached to notes within the account. They will remain within the opportunity alone.
8. Within the Overview tab, fill out the Opportunity fields, including Close Date, Status, Pipeline, Stage, Lead Owner, Total Value, and custom fields. 
   
   

    

9. If needed, click the Contacts tab to add additional contacts to the opportunity. 
10. If needed, fill out and select any necessary products and quantities. 
     
    Note: To modify the Tasks and Communications tabs, first save the opportunity.
11. Save your changes for the opportunity. 
    
    

     

12. Close the opportunity section when finished and refresh the page.
    
    

     

Remove Opportunities from Accounts

Within the account page, you can change the account on an opportunity in order to remove it from an account. 

To remove an opportunity from an account by assigning the opportunity to a new account, start from the Sales > Accounts page in the left toolbar. 

1. Click on the Opportunity’s title to open up the Opportunity window. 
   
   

    

2. Hover over the account and click the Edit button.
   
   

    

3. Click on the account field and type in a new account.
4. Decide if you want Assign account to all leads. When checked, account information will be changed for all leads on the opportunity.  
   
   

    

5. Save the changes. 
   
   

    

6. Close the opportunity window and refresh the page.
   
   

    

Questions?