Opportunities - Create and Edit

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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.

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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

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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.
• Practice - The Ruddr Practice to which you want to assign the opportunity. This is available if the Practices feature is enabled in your workspace.
• Pipeline - The opportunity pipeline assigned to the record. This will associate that pipeline’s set of opportunity stages with this opportunity.
• Stage - The current opportunity stage. Opportunity stages are managed values in the Custom Data section of Workspace Settings and are assigned to individual opportunity pipelines, also manage in Custom Data.
• Probability to Close - The estimated probability of winning the opportunity.
• Amount - The expected revenue value of the opportunity.
• Currency - The currency that you expect the opportunity to be billed in.
• Open Date - The date the opportunity began.
• 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.
• Cloud Folder - Assign a shared cloud folder to this opportunity to let team members view files.

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.

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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. On the opportunity dashboard, you will see a Projects tab (Figure 6). Clicking on that tab will take you to a view where you can see any associated projects, you can associate a new project to the opportunity, or you can associate an existing project to the opportunity. Figure 6 - The Projects Tab on the Opportunity Dashboard Allows you to Associate New or Existing Projects A New Project button (Figure 7) will be displayed at the top of the Projects tab, next to the Associate Existing Project button (Figure 8). Figure 7 - Click the + Button to Create a New Project for an Existing Opportunity Figure 8 - Associate an Existing Project to an Opportunity Upon clicking the New Project button, you will be prompted (Figure 9) 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 9 - 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. When you click on the Associate Existing Project button (Figure 8), a dropdown (Figure 10) will be presented with a list of projects for the client that is associated with the opportunity’s company. Select the project that you wish to associate with the opportunity. Figure 10 - Select a Project from the List to Associate with the Opportunity