Efficiently Categorizing Business Opportunities with Empress

Guides & Tutorials
1

Introduction

Welcome to our guide on how to manage Opportunity Types in Empress. This feature allows you to categorize your business opportunities into distinct groups such as Sales, Support, Maintenance, Partnership, and more. By correctly assigning Opportunity Types, you can efficiently direct opportunities to the appropriate sales executive and smoothly organize your business operations.

Understanding Opportunity Types

To view the Opportunity Type settings in the Empress interface, you can follow this directive:

Home > CRM > Settings > Opportunity Type

This will bring up a list of all the Opportunity Types currently in your system.

Creating a New Opportunity Type

Creating a new Opportunity Type is a straightforward process. Here are the step-by-step instructions:

  1. Navigate to the Opportunity list and click on the New button.
  2. In the ‘Name’ field, enter a clear, descriptive name for the new Opportunity Type.
  3. Use the ‘Description’ field to provide additional details about this Opportunity Type. A comprehensive description can help ensure each opportunity is correctly categorized.

Managing Opportunity Types

Once you have created an Opportunity Type, Empress will maintain a list of all Opportunity Types in your system. This allows for easy viewing, sorting, and tracking of your business opportunities.

It’s important to keep your Opportunity Types organized and accurately categorized to streamline your sales processes, improve communication within your team, and ensure each opportunity is handled by the appropriate personnel.

Summary

Effectively managing Opportunity Types in Empress can significantly enhance the efficiency and organization of your business operations. By correctly categorizing opportunities, you can ensure they are directed to the right personnel and handled appropriately.

For additional support or resources, please refer to the Empress User Guide or contact our Customer Support Team.

Remember, the key to efficient business operations is staying organized, and Opportunity Types in Empress are a powerful tool to help you do just that. Enjoy exploring and utilizing this feature!