What Are Opportunities?

An Opportunity represents "a single potential sale tracked inside Scalendo" that consolidates contact information, pipeline details, stage placement, estimated value, and assigned ownership.

Key Benefits of Creating Opportunities

• Centralized Tracking: Monitor all active deals via the Opportunities dashboard
• Value Forecasting: Record potential revenue for enhanced sales projections
• Collaboration: Designate an owner to clarify responsibility
• Contextual Notes: Maintain conversation records within the opportunity card

How to Create Opportunities

Step 1: Accessing the Opportunities Module

1. Log into your Scalendo sub-account
2. Navigate to the Opportunities tab
3. Select the + Add Opportunity button (top right)

Step 2: Filling in Contact & Opportunity Information

1. Choose a Primary Contact from existing contacts
2. Email and phone populate automatically; manually enter details if unavailable

Step 3: Assigning Pipeline, Stage, and Status

1. Enter a custom Opportunity Name or use the default contact name
2. Select the Pipeline for placement
3. Choose the appropriate Pipeline Stage
4. Set the Opportunity Status: Open, Lost, Won, or Abandon