# SalesRook Opportunities Guide

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### 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.


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