Key Features and Automation
- Auto-fill on Conversion: Opportunities created by converting leads/prospects come with pre-filled data for your review.
- Automatic Client Creation: When the Opportunity Stage is set to “Won”, a Client ID is created automatically, and the record moves to the Clients Module.
- Follow-Up History Tracking:
- Changes in Prospect or Opportunity Stages create timestamped records in the History Module.
- Updating Follow-up Status also logs records.
- These changes are visible in the Follow-Up Module and on the Dashboard for easy tracking.
Monitoring Opportunities
- Opportunities Section: View, filter, and manage opportunities by stages and owners.
- Follow-Up Module: Track scheduled and completed follow-ups for every opportunity.
- Dashboard: Get an overview of opportunity statuses and pipeline progress.
🏁 What Happens After “WON” Stage?
If the Opportunity Stage is updated to “WON”:
- The system automatically converts the Opportunity into a Client
- The record is moved to the Client Module
- All future interactions and services are tracked under the Client profile
📊 Kanban View for Opportunity Stages
DaaI Business Suite displays Opportunities in a Kanban layout with the following stages:
- Requirement Gathering
- Preparing Quote
- Quote Submitted
- Negotiation
You can drag and drop opportunities across stages to update their progress.
4. Pro Tips
- Fill all mandatory fields (marked with *) to save successfully.
- Regularly update Follow-up Status and Opportunity Stage for pipeline accuracy.
- Selecting “Won” automatically creates a Client record.
- Attach important Documents directly to opportunity records using the upload feature.
This overview gives a clear stepwise process and explains the key automation and tracking features within the Opportunity Module of DaaI Business Suite.