In order for a member to create opportunities in the Pipeline area of Ruddr, the member's security role must include the Administer all companies and opportunities permission in Security Roles. To create an opportunity, access the Opportunities list by clicking on Pipeline in the nav bar and then selecting the Opportunities sub-menu option (Figure 1).
Figure 1 - Select Opportunities to View the Opportunities List
At the top of the list screen, there is + button (Figure 2). Click on this button to create an opportunity. This will prompt you (Figure 3) to enter initial data with which to create the opportunity.
Figure 2 - Click this + Button at the Top of the Opportunities List Screen to Create a New Opportunity
Figure 3 - Complete the Information on this Form to Create a New Opportunity
After completing the form, click the Save button to create the opportunity. You will then be taken to the opportunity dashboard, where you can edit the opportunity and view all activities related to the opportunity.
Opportunity Dashboard
The opportunity dashboard (Figure 4) presents information about the opportunity as well as any related pipeline activity. The opportunity dashboard also includes an opportunity's contacts and any files that you wish to associate with the opportunity.
Figure 4 - View Related Activity Information and Opportunity Detail Information on the Opportunity Dashboard
Editing an Opportunity
Once an opportunity has been created, you can edit the opportunity by clicking the edit pencil icon at the top-right of the opportunity dashboard (Figure 4). This will open the Edit Opportunity drawer (Figure 5), where you can provide the following information about the opportunity.
- Name - The name of the opportunity.
- Company - The company associated with the opportunity.
- Project - The project associated with the opportunity. You can also create a project from an opportunity.
- Owner - The workspace member that owns the opportunity.
- Stage - The current opportunity stage. Opportunity stages are managed values in the Custom Data section of Workspace Settings.
- Amount - The expected revenue value of the opportunity.
- Currency - The currency that you expect the opportunity to be billed in.
- Probability to Close - The estimated probability of winning the opportunity.
- Expected Close Date - The date on which you expect contract execution for the opportunity.
- Next Steps - A short description of the next activity that you expect to occur related to the opportunity.
- Priority - The priority of the opportunity, which can be High, Medium, or Low.
- Opportunity Type - The type of opportunity. Opportunity Types are managed values in the Custom Data section of Workspace Settings. You can define the various opportunity types that your organization uses to categorize opportunities.
- Opportunity Lead Source - The source where the opportunity originated. Opportunity Lead Sources are managed values in the Custom Data section of Workspace Settings. You can define the various opportunity lead sources that your organization attributes to opportunities.
- Description - The nature of the opportunity, providing as many details as desired.
Figure 5 - Edit Opportunity Information via the Edit Opportunity Drawer
Click on Save & Close at the bottom of the drawer to save the changes that you have made to the opportunity.
Creating a Project from an Opportunity
As an opportunity advances through opportunity stages and the probability increases, you may wish to align a new project with the opportunity. Creating a new project would allow you to allocate resources, forecast hours and revenue, and provide an initial project configuration.
As mentioned above, an opportunity can be associated with an existing project. For opportunities that do not yet have a corresponding project, a project can be created from the opportunity, bringing over specific details of the opportunity as project settings. When creating a project from an opportunity, the project will be initially set to a Tentative project status.
When an opportunity has yet to be aligned with a project, a Create Project button (Figure 6) will be displayed at the top of the opportunity dashboard, next to the Edit Opportunity button.
Figure 6 - Click the + Button to Create a New Project for an Existing Opportunity
Upon clicking the Create Project button, you will be prompted (Figure 7) to provide some details regarding the new project. Note that the Project Name will default to the name of the opportunity. If a Ruddr client is associated with the opportunity's company, then the Client name will be defaulted to that client and disabled. If a client is not associated with the company, you will be prompted to either select a client or to create a new client to associate with the project.
Figure 7 - Create and Associate a New Project to the Opportunity
Clicking Save will create a project and you will be taken to the project dashboard for the project to continue editing project details.