- Welcome to the Knowledge Base
- Using the Knowledge Base
- Editions & Licensing
- Logging In
- Support Processes
- Supported browsers
- Landing Pages
- Workbooks on Mobiles and Tablets
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Custom Fields
- Case Portal Configuration
- Case Portal Additional Features
- Using the Case Portal
- Forecasts & Quotas
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
- Managing your Imports
- Imports Troubleshooting
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Upload Library
- Using HubSpot with Workbooks
- Introduction to Event Management
- Enabling the Event Management Module
- Using Event Records
- The Event Management Portal
- On The Day Registration App
- Setup On the Day Registration App
- Compliance Records
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- Managing your GatorMail Account
- GatorMail Configuration
- Creating Emails in GatorMail
- Sending Emails in GatorMail
- Advanced Features
- GatorMail Troubleshooting
GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
Electronic Signing Tools
- DocuSign Functionality
- Setting up the DocuSign Integration
- DocuSign - Worked Examples
- DocuSign - Reporting
- Adobe Sign Integration
- Docusign Integration
- Creditsafe Integration
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Dropbox
Workbooks Exchange Server Sync
- Supported email clients
- Set Up
- What gets synchronised?
- WESS Troubleshooting
Workbooks Outlook Connector
- Introduction to the Outlook Connector
- Before downloading the Outlook Connector
- Download/update the Outlook Connector
- Installing the Outlook Connector
- Using the Outlook Connector
- Outlook Connector Troubleshooting
- RevenueGrid Intelligence and Engage
Event & Webinar Integration Tools
- Create/Update & Cancel Webinars from Events
- Event Attendees as Webinar Registrants
- Event Speakers as Webinar Panelists
- Retrieve Webinar Data
- Authentication with ON24
- Create Webcasts from Events
- Event Attendees as Webcast Registrants
- Retrieve Webcast Data
- Retrieve Survey Data
- Engagement Hub Interactions
- Azure Active Directory
- Power BI
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
People & Organisations
- Introduction to People & Organisations
- De-duplication and Merge
- Using Postcode Lookup
- Data Enrichment
- Introduction to Reporting
- Adding Targets, Conditional Formatting and CSS Styling
- Reporting with multiple currencies
- Drilling into Summary Views
- Improving Report Performance & Run Time
- Displaying reports within Record Views
- Displaying Reports
- Adding a Report view to a Dashboard
- Reporting Explained
- Exporting Reports
- Types of Split Columns
- Using Calculated Columns
- Audit Reporting
Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to Transaction Documents
- Introduction to System Administration
Users & Security
- User Groups
- Account Settings
- Licences & Modules
- Desktop Preferences
- Email & Integration
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Workbooks Scripts
- API Data
- Triggers and Webhooks
- PDF Configuration
- Contact Support
Releases & Roadmap
- September 2023 Release
- September 2022 Release
- June 2022 Release
- March 2022 Release
- October 2021 Release
- June 2021 Release
- March 2021 Release
- 2020 Releases
- 2019 Releases
- 2018 Releases
- 2017 Releases
- 2016 Releases
- Workbooks Glossary
Displaying & Adding Opportunities
Clicking on Start > Sales > Opportunities displays the Opportunities Landing Page.
The Opportunities Landing Page displays a choice of views including:
- My Opportunities - a subset of the All Opportunities view showing a list of those Opportunities that are either assigned to you or that have been marked to appear in your My Opportunities view.
- All Opportunities - all the Opportunities on your database.
In addition, there are several system generated views based on when the Opportunity is due to close. It is possible to display this as a Calendar so that you can see a high-level view of all your Opportunity data. For more information on Calendar Views, see here.
You can customise the appearance of this (and any other) Landing Page including grouping, filtering and saving a default view. For more information on customising views click here. To open any of the records displayed in the views above, hover over the row until it becomes underlined and click on it.
You can create a new Opportunity in the following ways:
- Convert an existing Lead. This method will automatically link the Person and the Organisation in the Lead with the Opportunity.
- Open the Organisation or Person record for the prospective customer, then open the Opportunity tab and click New Opportunity. This method will automatically link the prospective customer (which can be a Person or an Organisation) to the Opportunity.
- Click Start > Sales > Opportunities > New Opportunity.
- Click Start > New > Opportunity.
- Open an existing Transaction Document, click Copy Record and choose Create Opportunity. If you use this option, remember to update all the appropriate fields and amend the items in the Related Items tab to ensure the correct relationships are recorded.
NOTE: The Person or Organisation icon and the Prospective Customer name are shown on the Main tab above the data fields. You can click on this link to open the record for the customer.
If you have more than one Own Organisation, make sure you choose the correct one using the dropdown at the top of the screen next to Own Organisation.
If your Own Organisation trades in more than one currency, make sure the correct one is selected from the dropdown at the top of the screen next to Currency.
NOTE: This field only appears after you click Save. Choose your currency before adding any Line Items otherwise any that you have added will be removed.
If you created the Opportunity from the Opportunity record, this field will already be populated. Otherwise, start typing the name in and select the right Organisation or Person from the list that appears, or click on the binocular symbol to look up the right Organisation or Person in the dialogue box that appears.
Enter the date that you anticipate the sale will close. As the Opportunity progresses, you may need to amend this date.
Your Administrator can modify the Opportunity Stages if required.
Although this field is not compulsory, it is important to enter the correct Opportunity Stage, as this will impact upon reports and sales forecasts. Generally, an Opportunity moves forward from one stage to the next (possibly 'skipping' stages) until it is either Won or Lost.
To downgrade an Opportunity stage, a user must have the 'Downgrade Opportunity to Previous Stage' capability. (By default this capability is automatically given to users in the following groups: System Administration, Sales Administration, Sales Managers and Sales People, but it can be removed by your System Administrator if required.)
Depending on how your database has been configured, this field might be auto-populated (based on the Opportunity Stage entered). However, you can use the dropdown picklist to enter another percentage if applicable.
Use this field to classify whether this is New or Existing Business.
This field records the source of the Opportunity.
If the Opportunity was generated as a result of a particular Campaign, you can specify which one here. This will link the Opportunity to that Campaign making it easier to track the success metrics of you Marketing Campaigns.