{"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\/es\/manual\/new-opportunity\/","title":{"rendered":"New Opportunity"},"content":{"rendered":"

[et_pb_section fb_built=\u00bb1″ _builder_version=\u00bb3.22″][et_pb_row column_structure=\u00bb3_4,1_4″ module_class=\u00bb et_pb_row_fullwidth\u00bb _builder_version=\u00bb3.25″ width=\u00bb89%\u00bb width_tablet=\u00bb80%\u00bb width_phone=\u00bb\u00bb width_last_edited=\u00bbon|desktop\u00bb max_width=\u00bb89%\u00bb max_width_tablet=\u00bb80%\u00bb max_width_phone=\u00bb\u00bb max_width_last_edited=\u00bbon|desktop\u00bb custom_padding=\u00bb27px|0px|27px|0|false|false\u00bb make_fullwidth=\u00bbon\u00bb][et_pb_column type=\u00bb3_4″ _builder_version=\u00bb3.25″ custom_padding=\u00bb|||\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text _builder_version=\u00bb4.9.4″ custom_margin=\u00bb|40px|40px|||\u00bb hover_enabled=\u00bb0″ sticky_enabled=\u00bb0″]<\/p>\n

New Opportunity<\/h3>\n

[\/et_pb_text][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb]<\/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=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-08-12-v-9.25.42.png\u00bb title_text=\u00bbopportunity\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb|40px|40px|||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb ul_text_shadow_style=\u00bbpreset3″ locked=\u00bboff\u00bb]<\/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=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb]<\/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=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-08-12-v-9.24.27.png\u00bb title_text=\u00bbopportunity\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb|40px|40px|||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb text_text_color=\u00bb#f26522″ custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n

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

[\/et_pb_text][et_pb_text _builder_version=\u00bb3.26.5″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb-14px|40px||||\u00bb custom_padding=\u00bb12px|0px||||\u00bb text_font_last_edited=\u00bboff|desktop\u00bb global_module=\u00bb14686″ saved_tabs=\u00bball\u00bb]<\/p>\n

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

[\/et_pb_text][\/et_pb_column][et_pb_column type=\u00bb1_4″ _builder_version=\u00bb3.25″ custom_padding=\u00bb|||\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_sidebar area=\u00bbet_pb_widget_area_1″ _builder_version=\u00bb3.19.18″ header_font=\u00bb||||||||\u00bb header_font_size=\u00bb30px\u00bb body_font=\u00bb||||||||\u00bb body_font_size=\u00bb14px\u00bb body_line_height=\u00bb1.6em\u00bb][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

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\/es\/wp-json\/wp\/v2\/posts\/59540","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/comments?post=59540"}],"version-history":[{"count":1,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/59540\/revisions"}],"predecessor-version":[{"id":987518232,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/59540\/revisions\/987518232"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/media?parent=59540"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/categories?post=59540"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/tags?post=59540"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}