Step 1: Accessing the Opportunities Section

• Log in to your Total Engage account.

• Go to your sub Account

• Navigate to the "Opportunities" section from the sidebar menu.
  
  

  

Step 2: Creating a New Opportunity

• Once you're in the Opportunities section, click on the "+ Opportunity" button on the top right.

• Fill in the relevant details for the opportunity, such as the contact name / information, pipeline details and opportunity value.

• Optionally, you can add other values to this opportunity or make the opportunity owner a specific user or team member responsible for managing it.

• Click on "Create" and the opportunity will be created and will start showing in the Opportunities dashboard.
  

Step 3: Adding Details and Notes

• You can click on any opportunity to open its edit page.

• In the opportunity details page, you'll find fields to add additional information about the opportunity.

• Include any relevant notes or details about the contact's needs, preferences, or interactions.

• These notes and tasks will also start reflecting in the contact's information.