Create New Opportunity
Overview
Click the Create Opportunity button to easily add and track new sales leads, deals, or business prospects within the CRM module.
Deleting a custom field only removes the association of the field from the opportunity.
Adding a New Opportunity
To get started, click the Create Opportunity button. This opens a pop-up form where you can enter the opportunity details.
Fill in the Opportunity Details
Opportunity Title (Required)
Enter a name for the opportunity. This will be used as its identifier across the CRM module.
Account
Enter the associated account name. This account is automatically added to the Companies list under Admin Portal > Domain > Companies.
Description
Provide a detailed description of the opportunity. Use this field to include key information such as background, goals, or contact details.
Amount
Enter the estimated value of the opportunity.
Select the Amount Type
Choose how the opportunity amount should be interpreted:
Fixed Bid – A single, one-time amount.
Per Year – Amount calculated annually over a defined number of years.
Per Month – Amount calculated monthly over a defined number of months.
Specify Classification Details
Type
Select the type of opportunity from the drop-down list.
Lead Source
Choose how this opportunity originated (e.g., Web, Referral, Campaign).
Probability
Enter the percentage likelihood of successfully closing the deal (e.g., 70%).
Close Date
Set the estimated closing date of the opportunity.
Stage (Required)
Select the current stage of the opportunity in the sales process.
Click the Create button to save and add the opportunity to your domain.
Custom CRM Opportunity Fields
Custom fields allow you to capture additional information for opportunities based on your team’s or company’s workflow. You can create custom fields for a variety of purposes—such as deadlines, priority, cost, or other business-specific data points. Custom fields can be configured by first clicking the ...More dropdown menu, then selecting Add Custom Fields.
For example, you might add a custom field called Opportunity ID with options like Yes and Rejected to help track unique identifiers.
MangoApps supports the following types of custom fields:
Single Line Text – For short text entries.
Multiple Line Text – For longer text or detailed notes.
Multiple Choices (Multiple Selection) – Users can select more than one option.
Multiple Choices (Single Selection) – Users can select only one option.
Calendar Lookup – For selecting dates.
These fields help tailor the opportunity records to better fit your sales process and reporting needs.
Custom fields can be mapped to external APIs for syncing data.
Last updated