How to Create Opportunity Templates for your Business Model
Opportunities are broken into Parent and Product Opportunities. The Parent Opportunities are the bigger picture Objectives you may be working toward like Retirement or an Estate Plan, while Product Opportunities are more driven by specific investments like a 401(k) rollover or CD that is maturing. You will need templates for each type. We have included some common ones, but you will need to add templates for both Parent and Product Opportunities that you commonly focus on as a team.
To Create Opportunity Templates:
- Click on the Customize menu in G5.
- Select the Opportunity Management tab.
- Choose the Templates sub-tab.
- Click the + symbol to create your first Parent or Product Opportunity.
- Choose whether you are setting up a Parent or Product Opportunity.
- Set up the basic information for the Opportunity Template.
- Specify what the stages will be for this type of opportunity and the common likelihood of bringing the opportunity in at each stage. These CAN be adjusted for each opportunity as time goes on.
- Click OK at the bottom.
- Repeat the above steps for each Opportunity Template you need for your business model.
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