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Creating Opportunities

Unlocking Business Potential: A Comprehensive Step-by-Step Guide to Creating Opportunities in LeadBadge for Enhanced Sales Success

Opportunities are crucial for managing potential sales within LeadBadge. This comprehensive guide provides a step-by-step walkthrough of creating opportunities, empowering you to effectively track contacts throughout the sales pipeline.”

Step 1: Accessing the Opportunities Section

  • Log in to your Leadbadge 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.


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