Creating Opportunities on Leads

If your supplier has opportunities enabled, you can create opportunities from leads in the portal. This notifies the supplier that you are working with a particular company and should receive compensation for it.

Opportunity reporting must be active. See Set up Opportunity Reporting for more.

To create an opportunity from a lead and report it to a supplier, follow these steps:

1. Navigate to Contacts or Leads > Distributed Leads or Contacts or Leads > Registered Leads.
2. Find the lead you want to create an opportunity for by searching for keywords or filtering.
3. Click the name of the lead to open the lead details view.
4. If it is not already a lead, select New Opportunity.
   • If you already have an opportunity for the lead, select Update Status to move the lead through different phases of the sales pipeline including Qualified.
5. You can create multiple opportunities for any lead. You can assign the following opportunity statuses:
   • Prospecting (10%)
   • Needs Analysis (20%)
   • Value Proposition (50%)
   • Id. Decision Makers (60%)
   • Perception Analysis (70%)
   • Proposal/Price Quote (75%)
   • Negotiation/Review (90%)
   • Closed Won (100%)
   • Closed Lost
6. Opportunities can automatically be reported to a supplier. The supplier can run the Opportunity Details summary to get a list of all the Opportunities you have shared with them.