Create, Edit, Delete Opportunities

✅ A. Auto-Create via Prospect Qualification

1. Go to CRM → Prospect Module.
2. Open the specific Prospect record.
3. Navigate to the Follow-up History tab.
4. In the same form, scroll down to the Qualify Section.
5. Tick the following three checkboxes:
   1. ✅ Client needs our services/products
   2. ✅ We can serve the client
   3. ✅ Client has the budget
6. Click Save.
7. A confirmation popup will appear:
   “This prospect will be converted to an opportunity.”
   The popup also asks you to enter Estimated Cost and Project Description.
8. Click OK.

Result:

• The Prospect is automatically converted to an Opportunity.
• A new Opportunity record is created with all relevant fields pre-filled (name, company, contact) and the stage set to Requirement Gathering.
• The record is moved from the Prospect Module to the Opportunity Module.

✅ B. Manual Creation of an Opportunity

1. Go to CRM → Opportunity Module.
2. Click the Add button (top-right of the grid).
3. Fill in the following mandatory fields:
   1. Client Name (linked to a Prospect or existing Client)
   2. Opportunity Title
   3. Opportunity Stage (defaults to Requirement Gathering)
   4. Expected Close Date
   5. Deal Value / Estimated Cost
   6. Assigned Salesperson (optional)
4. Click Save.

A new opportunity record is created and visible in the Kanban or List view.

🔧 2. How to Edit an Opportunity

1. Go to CRM → Opportunity Module.
2. Open the Opportunity you want to edit.
3. Click the Edit button in the aside header.
4. Update fields such as:
   1. Stage (e.g., move from “Requirement Gathering” to “Preparing Quote”)
   2. Notes, Files, or Communication History
   3. Budget, Expected Close Date, etc.
5. Click Update.

All changes are updated in real time and reflected across the CRM. Stage transitions and field changes are logged in both the Follow-up History timeline and the Change Log.

❌ 3. How to Delete an Opportunity

1. Go to CRM → Opportunity Module.
2. Open the Opportunity you want to delete.
3. Click the Delete button (top-right of the aside header, or via the action menu in grid).
4. Confirm deletion in the popup.

The opportunity record is permanently deleted from the system.

⚠️ Warning: Deleted opportunities cannot be recovered. If the opportunity has already reached Won and created a Client record, deletion is generally blocked — work with the Client record first.

🎯 Opportunity Source Name Dropdown

• The Opportunity Source Name dropdown captures how the opportunity was generated (e.g., Client Referral, Lead Conversion, Inbound Inquiry).
• You can add, edit, or delete Opportunity Source values from Settings > Dropdown Settings (pick the Opportunity category and edit its Opportunity Source Name options).
• For detailed steps, refer to: 🔗 How to add/edit/delete dropdown values?

ℹ️ Note: You cannot delete a value if it’s already in use. Editing the value updates it across all linked records system-wide.