What Are Opportunities?

An Opportunity is a single potential sale tracked inside Asante PowerCRM. It bundles the contact, pipeline, stage, estimated value, and assigned owner so you can follow the deal from first conversation to its final outcome.

Key Benefits of Creating Opportunities

• Centralized Tracking: View every open deal in the Opportunities dashboard.
  
  

• Value Forecasting: Log the potential revenue to improve sales projections.
  
  

• Collaboration: Assign an owner so team members know who’s responsible.
  
  

• Contextual Notes: Store conversation notes directly in the opportunity card.

How to Create Opportunities

Step 1: Accessing the Opportunities Module

1. Log in to your Asante PowerCRM sub-account.
   
   

2. Click on the Opportunities tab.
   
   

3. Click the + Add Opportunity button at the top right.
   

Step 2: Filling in Contact & Opportunity Information

1. Select a Primary Contact from your list of saved contacts.
   
   

2. Email and phone, or enter manually if not available.
   
   

Step 3: Assigning Pipeline, Stage, and Status

1. Add a custom Opportunity Name or keep the default contact name.
   
   

2. Select the Pipeline to add the opportunity to.
   
   

3. Choose the appropriate Pipeline Stage.
   
   

4. Set the Opportunity Status:
   
   
   

   • Open

   • Lost

   • Won

   • Abandon
     
     

5. Enter the Opportunity Value.
   
   

Step 4: Adding Owner, Team Members and Additional Details

1. Assign an Owner to the opportunity.
   
   

2. Add Followers to the opportunity. (You can add multiple followers)
   
   

3. Fill in Additional Fields (as needed):
   
   
   

   1. Business Name
      
      

   2. Opportunity Source
      
      

   3. Tags
      
      

   4. Task Type
      
      

   5. Favorite Pet
      
      

   6. Efficiency Rating
      
      

   7. Task Difficulty
      
      

   8. Time Tracked

Step 5: Finalizing the Opportunity

1. Click Add/Manage Fields to manage custom fields.
   
   

2. Click the Create button to save the opportunity.
   
   

3. Verify the new opportunity in your pipeline.