OmniReach offers robust tools for managing opportunities, enabling users to efficiently update information to keep pace with evolving sales processes. In this comprehensive guide, we'll explore the step-by-step process of editing opportunities in OmniReach, empowering you to streamline your sales workflow.

In this Article

• Step 1: Accessing the Opportunities Section
• Step 2: Locating the Opportunity to Edit
• Step 3: Opening the Opportunity Details Page
• Step 4: Adding Notes and Attachments
• Step 5: Setting Tasks and Reminders
• Step 7: Managing Opportunity Status

Step 1: Accessing the Opportunities Section

• Log in to your OmniReach account.
• Navigate to the "Opportunities" section from the sidebar menu.
  
  

Step 2: Locating the Opportunity to Edit

• Once you're in the Opportunities section, locate the opportunity you wish to edit.
• You can use search filters or browse through the list of opportunities to find the specific one you need to update.
• Click on the name or title of the opportunity to open its details page.

Step 3: Opening the Opportunity Details Page

• In the opportunity details page, you'll find fields containing information about the opportunity.
• Update any relevant details such as the contact's name, contact information, opportunity value, and opportunity source.
• You can also modify pipeline stages, owners, tags, or any other custom fields associated with the opportunity.

Step 4: Book or update an appointment

You can manage an appointment directly from the **Edit Opportunity** modal.

• Open Opportunities and select the opportunity.
• Open Book/Update Appointment.
• If no appointment exists, click + New Appointment, then choose Meetings, Services, or Rentals.
• If an appointment already exists, click on three dots to Edit, View, or Delete it.
• Edit opens the appointment with pre-filled details for faster updates.

Step 5: Adding Notes and Attachments

• If necessary, add new notes or additional information about the opportunity by clicking on the "Notes" option in the left sidebar.
• All notes added here will also reflect in the corresponding contact's notes also.

Step 6: Setting Tasks and Reminders

• If there are specific tasks or follow-up actions associated with the opportunity, set tasks and reminders as needed by opening it from the sidebar.
• Assign tasks to yourself or team members, specifying due dates and priority levels.
• Similarly, you can also add appointments in the same way.
• Tasks and appointments added this way will also reflect on the contact's end.

Step 7: Managing Pipeline Stages

• Adjust the pipeline stage of the opportunity to reflect its current status in the sales process.
• Move the opportunity through different stages as it progresses towards closure, updating its status accordingly.

Step 8: Managing Opportunity Status

• Drag and drop the opportunity to any status as seen in the bottom to update it's status.
• Possible statuses for an opportunity are "Open", "Won", "Lost" and "Abandoned". Default status for a new opportunity is "Open".
• Marking an opportunity lost also allows you to add a lost reason for the same.

Other Important Links

Creating an opportunity

Custom fields in opportunities

Tracking changes in opportunities