Opportunities
Opportunity Workspace
Opportunity Workspace The Opportunity Workspace lists all the opportunities you have access to. You can use this workspace to review opportunities, manage activities associated with your opportunities, and create new and edit existing opportunities. ...
Marking an Opportunity Complete
Go to the Opportunity Workspace and click on the description of the Opportunity you want to mark complete: Click the 3-dot button in the banner button and select Edit. Set the stage to Closed - Lost or Closed - Won as appropriate. Set the Outcome to ...
Opportunity Pipeline
Located on the Summary tab of the Home Workspace, these charts show you how much value you have in your opportunities. Product Opportunity Pipeline This chart shows you the value of opportunities at each stage of completion. Pipeline by Product Type ...
How to Find Opportunities in G5
The Opportunities Workspace shows all the opportunities in G5. You can also go to the Opportunity tab of a Household, Contact, or Company’s record to view opportunities. Filter You can use the full set of filter tools in G5 to find the opportunities ...
How to Create a Product Opportunity
There are two ways to create a Product Opportunity: Create an independent Product Opportunity. This creates a Product Opportunity that is not related to a Parent Opportunity. This can be done from the Opportunity Workspace, or the Opportunities tab ...
Products in a Parent Opportunity
There are several things you can do with the products that have been assigned to a Parent Opportunity. Go to the Opportunity Workspace. Click on the description of the opportunity to open it. Go to the Products Card and click the dropdown arrow to ...
Add an Activity to an Existing Opportunity
Go to the Opportunity Workspace. Click on the description of the opportunity to open it. Go to the Activities tab. Use the Add button to create an activity. From this point on it is the same as creating any other activity.
Add a User or Coverage Group to an Existing Opportunity
Go to the Opportunity Workspace. Click on the description of the opportunity to open it. Click the Add button in the Team card on the Detail tab and select User or Coverage Group. If you selected User, assign a User, and select a Coverage Role for ...
Add Households or Contacts to an Existing Opportunity
Go to the Opportunity Workspace. Click on the description of the opportunity to open it. Click the Add button in the Contacts card on the Detail tab. Check the boxes next to any contacts, households, or businesses you want to add to the opportunity. ...
Add a Product to an Existing Opportunity
Go to the Opportunity Workspace and click on the description of the opportunity to open it. Click the Add button in the Products card on the Detail tab. Select the type of product, then assign it a name and description and click OK when done. Repeat ...
How to Create a Parent Opportunity
Add a new Parent Opportunity in one of two ways: In the Opportunities tab of a Contact or Household. In the Opportunities workspace. Click the Add button and select Parent Opportunity. Then select the template you want. Fill in the fields you need: ...
How to Set-up Products
Products are the services you offer in your opportunities. The system uses them to categorize the opportunity charts on the Home Workspace. Go to the Customize Workspace→Products tab. Use the Add button to select the type of product you want to add. ...
How to Set-up Opportunity Templates
Best Practices: Customize Opportunity Templates to match your process. Only Customize the Opportunity Templates for the types of opportunities your practice deals with. Delete unused templates. Gorilla 5 comes with several pre-configured ...
How to Set-up Opportunity Coverage Groups
An Opportunity Coverage Group is a team of users that can all be assigned to an opportunity together at the same time with only a few clicks. Go to the Customize Workspace→Opportunity Management tab→Coverage Groups tab. Whether editing an existing ...