💸SalesRook Opportunities Guide

This guide shows you how to manage opportunities in SalesRook, organize leads, assign values, book appointments, and move deals through stages.

Step 1: Access Opportunities

1. Navigate to Opportunities: On the left-hand side menu of your dashboard, click on Opportunities to open the opportunities pipeline.

Step 2: Understanding the Opportunity Pipeline

The pipeline is a visual representation of your sales cycle, helping you organize and predict revenue based on prospect behavior. There are several stages in the pipeline:

1. New Opportunity:

   • This stage includes leads who have not yet interacted with your AI persona or your team. These are new prospects entering the system, often from your website or forms.

2. Responsive:

   • Leads who have responded to your AI persona or team messages are moved to this stage.

3. Unresponsive:

   • Leads who were initially responsive but haven’t replied in a few days are categorized as unresponsive.

4. Booked Appointment:

   • Once a lead has booked an appointment, either through your AI persona or manually by your team, they are moved here.

5. Confirmed Booking:

   • After confirming an appointment, the lead is moved to this stage. You can drag the contact card or manually update the stage.

Step 3: Moving Leads Through the Pipeline

1. Manually Moving Leads:

   • Drag a lead’s card from one stage to another within the pipeline. For example, from Booked Appointment to Confirmed Booking.

2. Update Lead Status:

   • Click on a contact card to open more details, then change the lead's stage. You can also assign a monetary value to the opportunity, representing the expected revenue from this lead.

3. Set Lead Value:

   • Enter the expected value (e.g., $200, $6,000) based on the offer you expect them to accept.

Step 4: Contact Details and Actions

1. Owner:

   • The Owner field shows which team member is responsible for following up with the lead. The owner is typically inherited from the contact owner but can be changed.

2. Add Tasks or Notes:

   • You can add tasks or notes for yourself or your team from within the opportunity screen.

3. Call or Message:

   • From the opportunity screen, you can directly call or message the lead by clicking on the phone icon or message button.

Step 5: Finalizing Opportunities

1. Changing Opportunity Status:

   • After confirming a lead’s appointment or deal, you can set the status to Won, Lost, or Abandoned:

     • Won: Successful deal.

     • Lost: Lead is no longer interested.

     • Abandoned: Lead became unresponsive.

2. Review Opportunity Values:

   • The sum of the opportunity values is displayed in each column for a quick view of your revenue.

Step 6: Filters and Views

1. Filter Opportunities:

   • Use the filter options to display specific leads, such as those assigned to a particular user or those that are abandoned.

Step 7: Customizing Your Pipeline

1. Create a New Pipeline:

   • To create a custom pipeline, click on the Create New Pipeline button.

   • Name the pipeline and add stages that fit your team’s workflow (e.g., post-booking stages).

   • Once created, the new pipeline will appear in the dropdown menu, allowing you to switch between different pipelines for various processes.

Final Step: Additional Support

If you have any questions or need help navigating the opportunities section, please reach out to the SalesRook support team.