To access this functionality, activate the Sales Funnel Gem from the Holded Store for free.
You can opt for a more graphical visualisation of your opportunities with the funnel view, manage them through a list or consult a forecast of the expected closing date and its monetary value.
Whichever view you select, when you mark an opportunity as lost, you will be able to leave a comment with the reasons for the loss or select one of the opportunities you have configured. This information will be saved in the opportunity file.
Using the funnel view
To graphically display the stages of your funnels, go to Sales funnel and click on the first icon on the left:
Change an opportunity stage from the funnel view.
Select the opportunity
Drag and dropit to the stage you need
Change an opportunity status from the funnel view
Select the opportunity
Drag and drop it into the Won, Lost and Delete options in the bar that will appear at the bottom of your screen
Move a funnel opportunity from the funnel view
Select the opportunity
Drag and drop it into the different Funnel options in the bar that will appear at the bottom of your screen
Use the opportunities list
If you prefer to access your opportunities organised in a list, go to the Sales funnel and click on the middle icon.
Change an opportunity stage from the list
Select the opportunity
From the view that opens on the side of your screen, click the three dots in the top right and select Edit
In the pop-up window, click on the new stage.
Click Save
Change an opportunity status from the listing
Select the opportunity
From the opportunity view that opens on the side of your screen, click on the More button
In the new window click on the green button - Won - or the red cross - Lost as appropriate.
Use the forecast view
Go to Sales funnel and click on the third icon from the left, to access a forecast by days, weeks, months or quarters on the expected closing date of the opportunity and its monetary value.
