Opportunities

▶️ 1. Creating New Opportunities

This video provides a quick demonstration of how to initiate a new opportunity within the CRM and track it through the early stages of your sales pipeline.

Interactive: Adding a New Lead Opportunity

Follow this step-by-step interactive walkthrough to learn how to add a new lead opportunity manually.

📝 2. Create and Associate Custom Fields

Custom fields allow you to capture data specific to your business process, linking that data directly to Contacts or Opportunities.

Field Creation Step-by-Step

1. From your Velocity 360 dashboard, click Settings (gear icon).
2. Navigate to Custom Fields or Data Properties.
3. Click + New Custom Field.
4. Enter the field name (e.g., "Contract Signed Date," "Product Tier").
5. Select the appropriate Field Type (e.g., Text Input, Dropdown Select, Date Picker, or Currency).
6. Crucially, select the Association (Contact, Company, or Opportunity) to determine where the data lives.
7. Define dropdown options if applicable, then click Save.

👁️ 3. Display on Opportunity Cards and Forms

Customize the front-facing visibility of your new fields so sales reps can quickly see key data points without digging into the full contact record.

Manage Card Display Settings

1. Go back to Settings > Pipeline Setup.
2. Select the pipeline whose Opportunity Cards you want to edit.
3. Locate the section labeled Card View Customization.
4. Use the checklist to select which Custom Fields should be displayed directly on the minimized Opportunity Card view.
5. Click Save or Publish Changes on the pipeline editor.

✅ 4. Enforce Data Integrity and Validation

Ensure high-quality data by making critical fields required before advancing an opportunity or closing a deal.

Setting Required Field Rules

1. In the Custom Fields section, find the field you want to enforce.
2. Click the Validation tab for that field.
3. Check the box labeled Require this field before moving to Closed Lost/Won.
4. Click Save.

🧹 5. Bulk Updates and Data Cleanup

Use bulk editing tools to quickly apply changes or correct data across a large number of records, improving overall data quality.

Steps for Mass Action

1. Navigate to Contacts or Opportunities view.
2. Use Filters to select the desired records.
3. Click the Bulk Actions button.
4. Select Update Field Value and enter the correct data.

📊 6. Filter Opportunities and Create Report

Learn how to filter your opportunities based on specific criteria and generate reports to analyze your pipeline performance.

🔍 7. Remove Advanced Filters to Opportunities

Follow these steps to reset your view by clearing any applied advanced filters on the Opportunities dashboard.

✏️ 8. How To Bulk Edit Opportunities

Master the bulk editing interface to update multiple opportunity fields simultaneously, saving time on pipeline maintenance.

🔄 9. Refresh Business Name in CRM

Follow this guide to learn how to properly refresh and update business names across your records to maintain accurate data within Velocity360.

👯 10. How To Create Bulk Opportunities From Contacts

Efficiently transition multiple contact records into a specific sales pipeline at once. This tool is perfect for processing lists of new leads or moving a segment of clients into a new campaign or opportunity stage.