Creating and managing opportunities

If you’re new to ChartMogul CRM, review our setup guide.

You’ll need to have a ChartMogul CRM seat to create, edit, and delete opportunities. Learn more about user roles and permissions.

Each sales opportunity represents a potential new source of revenue. Generally speaking, there are two types of opportunities:

  • A qualified lead who has the potential to become a new subscriber.
  • A current subscriber who’s interested in additional products/services or is in the process of renewing their contract.

Opportunities go through a number of deal stages during the sales process. These stages are defined in the sales pipeline.

As an opportunity progresses in your sales process, update its deal stage for accurate tracking and reporting. It’s important to track opportunities to keep the sales process consistent at your organization, so each salesperson is following the steps defined in the sales pipeline.

View and manage all opportunities by navigating to Opportunities.

Watch a video about creating and managing opportunities:

Here’s what we cover in this article:

What’s the difference between a lead and an opportunity?

A lead is an individual or company who enters the top of your sales funnel by interacting with your business, for example, when they attend an event, download content, or sign up for your email list. Not all leads become opportunities. Only leads you deem qualified to buy your product/service become opportunities.

Before you begin

Creating an opportunity

To create an opportunity, navigate to Customers and select a customer record. Click Add Opportunity and complete the following details. Once complete, click Save.

Owner The primary salesperson responsible for the opportunity.
Sales Pipeline The sales cycle the opportunity will go through.
Stage The current deal stage for the opportunity.
Close Date The date when you expect the prospect or customer to agree to purchase your product/service.
Value The revenue you expect to win from an opportunity.
Win Likelihood The likelihood (as a percentage) you’ll successfully close the opportunity. Use the default value for the deal stage or enter a new value here. An opportunity’s Win Likelihood is multiplied by its Value for the Deal Stage Probability forecast.
Forecast Category

The opportunity’s grouping based on its likelihood of closing, used to track forecasted MRR. Use the default category for this stage or select one here.

  • Pipeline — early stage opportunities with a low likelihood of closing in the current forecast period.
  • Best Case — opportunities with a demonstrated need for your product/service that have a good chance of closing by their close date.
  • Committed — highly qualified opportunities with a high chance of closing by their close date.

Screenshot of the Add Opportunity dialog with fields as described here.

Updating an opportunity

To update an opportunity, navigate to Customers and select the customer record. Or, navigate to Opportunities and select the opportunity to view the customer record. Click the Edit   icon and update any fields. Then, click Save.

Deleting an opportunity

To update an opportunity, navigate to Customers and select the customer record. Or, navigate to Opportunities and select the opportunity to view the customer record. Click the Ellipse icon and select Delete Opportunity.

Opportunity lists

ChartMogul offers default lists for managing opportunities. Learn more about default saved customer lists.

Organize opportunities for yourself and your team with lists.

Screenshot of the Opportunities table with a list of saved opportunity lists to the left.

ChartMogul provides the following Saved Lists:

  • All active opportunities — Opportunities in stages except Closed Won or Closed Lost.
  • All won opportunities — Opportunities in the Closed Won stage.
  • All lost opportunities — Opportunities in the Closed Lost stage.
  • All my opportunities — Opportunities with you as the owner.
  • My active opportunities — Opportunities with you as the owner in stages except Closed Won or Closed Lost.
  • My won opportunities — Closed Won opportunities with you as the owner.
  • My lost opportunities — Closed Lost opportunities with you as the owner.

To create an opportunity list:

  1. Add one or more filters:
      • All customers — Select a segment you’ve previously saved. Learn more.
      • All users — Select an opportunity owner.
      • All stages — Select all active, won, or lost stages, or, one deal stage.
      • Any close date — Select a predefined range of close dates.
    Screenshot of the filter drop-downs above the Opportunities table.
  2. Click Edit Columns to select the columns and custom attributes you want to include in your list.
    Screenshot of the column selection dropdown.
  3. Click Save List.
  4. Name your list in the Name field.
  5. Select who should see your chart: Just me, Users with a CRM seat, or Entire team.
  6. Click Save.
    Screenshot of the Save List dialog with the Save button highlighted.

ChartMogul creates your list and adds it to Saved Lists.

Next Steps

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