Opportunities can originate from two sources: manual insertion or internet leads.

To manually insert an opportunity, take the following steps:

Click the ‘Opportunities‘ tab;

Select which opportunity you want to create from the available options: ‘Create sale opportunity‘, ‘Create rental opportunity‘ or ‘Create listing opportunity;

If you have chosen to create a sale opportunity, complete the form with all the necessary information.

Potential customer, origin and who’s responsible for the opportunity

Details of the property preferences

Then, set who can see this opportunity;

Finally, click the ‘Save opportunity‘ button.

After completing these steps, other actions should be done to fully complete each opportunity, such as:

– Add notes, documents, visits or tasks;
– View associated contacts or visits to the property;
– Add proposals from potential customers;
– Associate ou discard properties to the opportunity;
– ‘Choose’ a property that has a higher probability of closing the deal;
– Create roadmaps, etc.

During the marketing process, each opportunity should be classified as ‘high’ or low’, according to the probability of closing the deal.

After the opportunity has been monitored and closed, it should be classified as ‘won’ or ‘lost’.