How to Create Opportunities

Opportunities are crucial for managing potential sales in BrokerOS. This step-by-step guide will help you create opportunities, allowing you to efficiently track contacts through the sales pipeline.

STEP 1: How to Access the the Opportunities Section

• Log in to your BrokerOS account.

• Navigate to the "Pipeline" section from the sidebar menu

STEP 2: How to Create a New Opportunity

• Once you're in the Pipeline section, click on the "+ Opportunity" button on the top right.

• Fill in the relevant details for the opportunity, such as the contact name / information, pipeline details and opportunity value.

• Click on "Create" and the opportunity will be created and will start showing in the Pipeline dashboard.

Step 3: How to Add Details and Notes

You can click on any opportunity to open its edit page.

• In the opportunity details page, you'll find fields to add additional information about the opportunity.

• Include any relevant notes or details about the contact's needs, preferences, or interactions.

• These notes and tasks will also start reflecting in the contact's information.