{"id":59540,"date":"2021-08-12T07:45:26","date_gmt":"2021-08-12T07:45:26","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=59540"},"modified":"2025-09-10T17:17:00","modified_gmt":"2025-09-10T17:17:00","slug":"new-opportunity","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/en\/manual\/new-opportunity\/","title":{"rendered":"New Opportunity"},"content":{"rendered":"

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New Opportunity<\/h3>\n

[\/et_pb_text][et_pb_text _builder_version=”4.9.4″ text_font=”|300|||||||” custom_margin=”|40px|40px|||”]<\/p>\n

1. In the left navigation menu, select unroll Opportunities<\/strong>.<\/span><\/p>\n

2. Click on Opportunity statuses (Kanban)<\/strong> or Opportunity<\/strong> list<\/strong>.<\/p>\n

3. Click on<\/strong>\u00a0New Opportunity<\/strong>.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-08-12-v-9.25.42.png” title_text=”opportunity” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.9.4″ custom_margin=”|40px|40px|||” box_shadow_style=”preset2″][\/et_pb_image][et_pb_text _builder_version=”4.9.4″ text_font=”|300|||||||” ul_font=”||||||||” custom_margin=”|40px|40px|||” ul_text_shadow_style=”preset3″ locked=”off”]<\/p>\n

4. Complete all details.<\/span>\u00a0<\/span>Mandatory fields<\/strong>\u00a0are red underlined (can be different by company\u2019s settings)<\/strong>.<\/span><\/p>\n\n\n\n\n\n\n\n\n\n
Field<\/strong><\/td>\nDescription<\/strong><\/td>\n<\/tr>\n
Subject<\/strong><\/td>\nthe name of the Opportunity<\/td>\n<\/tr>\n
Opportunity value<\/strong><\/td>\nthe estimated financial value of the Opportunity<\/td>\n<\/tr>\n
Expected closing date<\/strong><\/td>\nan estimate of when the Opportunity will be closed<\/td>\n<\/tr>\n
Next step date<\/span><\/strong><\/td>\nyou can define the next step, its description and when it should be completed<\/span><\/td>\n<\/tr>\n
Job<\/strong><\/td>\nan Opportunity can be paired to a Job, Internal or Client overhead<\/td>\n<\/tr>\n
Owner<\/strong><\/td>\nthe person who is responsible for the opportunity<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

[\/et_pb_text][et_pb_text _builder_version=”4.9.4″ text_font=”|300|||||||” custom_margin=”|40px|40px|||”]<\/p>\n

6. Press SAVE<\/strong> button.<\/p>\n

7. Perfect! New Opportunity has been created<\/strong>.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-08-12-v-9.24.27.png” title_text=”opportunity” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.9.4″ custom_margin=”|40px|40px|||” box_shadow_style=”preset2″][\/et_pb_image][et_pb_text _builder_version=”4.9.4″ text_font=”|300|||||||” text_text_color=”#f26522″ custom_margin=”|40px|40px|||”]<\/p>\n

Note: You can also create a new Time Record related to the Opportunity.<\/strong><\/span><\/em><\/p>\n

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Get in Touch<\/b><\/span><\/p>\n

If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on\u00a0www.Teamogy.com<\/a><\/span> in the lower right corner) and you will get prompt reply.<\/span><\/p>\n

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New Opportunity1. In the left navigation menu, select unroll Opportunities. 2. Click on Opportunity statuses (Kanban) or Opportunity list. 3. Click on\u00a0New Opportunity.4. Complete all details.\u00a0Mandatory fields\u00a0are red underlined (can be different by company\u2019s settings). Field Description Subject the name of the Opportunity Opportunity value the estimated financial value of the Opportunity Expected closing date […]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[291],"tags":[],"class_list":["post-59540","post","type-post","status-publish","format-standard","hentry","category-manual"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts\/59540","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/comments?post=59540"}],"version-history":[{"count":1,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts\/59540\/revisions"}],"predecessor-version":[{"id":987518232,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts\/59540\/revisions\/987518232"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/media?parent=59540"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/categories?post=59540"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/tags?post=59540"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}