Creating Opportunities

Luz Aguilar · March 2021

Hello All,

Our organization has never created opportunities, I've been using RE for about 6 months now and we are ready to start using them. However, I am not sure where I can create the list of opportunities. Any guidance is appreciated.

thanks

Dan Snyder · March 2021

Hi Luz Aguilar‍, to get a list of opportunities, under the lists dropdown menu you can create lists of opportunities with any filters/columns you would like.

Luz Aguilar · March 2021

thanks Dan,

I'll give it a try. I appreciate the response.

Dan Snyder · March 2021

Sure, thing and just reach out if you have additional questions.

Kristine Marvin · March 2021

You also create lists for opportunities in the Database View, such as Status, reasons and ratings. Go to Config, Tables and Find Proposal. Proposals in Database View = Opportunities in WEb View NXT.

Jeff Shaw · March 2021

We've started using them in RE NXT and it is very helpful. Please reach out if you would like more information.

Luz Aguilar · March 2021

Thanks Jeff, I certainly will.

Potique Johnson · January 2022

Jeff,

I am RE certified, but new to my position. We have never used “Opportunities” before even though we have always had the option. Can you give me some insight as to “how” your organization uses the Opportunity tab in NXT? What is considered an “Opportunity” category?

Is this just a campaign or can it be things like: Planned Gift or IRA Prospecting, etc?

Thanks for your time and help.

Tiki

Creating Opportunities

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