How to manage the Opportunities

Managing the Sales Opportunities of your organization in SugarCRM CE

Opportunities are just estimated amounts of Sales deals or in other words the best revenue you can get from a deal. SugarCRM CE allows you to fully manage opportunities related to different stages from the Sales process and in the next few lines of this tutorial we will fully explain how this should be done. 


To be able to manage the Opportunities of your SugarCRM CE, you need to:

Step 1 Access the Opportunities page

For managing all the Opportunities of your organization SugarCRM CE provides you with a dedicated page. You can access that page if you login into the SugarCRM CE installation and then by navigatin to Sales > Opportunities.


accessing the opportunities page


There you will be able to find a table view with all the currently create opportunities on your website.


Step 2 Add a New Opportunity

In order to add a new Opportunity you will need to click on the Create Opportunity link which is located in the top "Actions" bar. 


creating a new opportunity


This will redirect you to a new page where you will need to configure few options related to the new Opportunity:


  • Opportunity Name - The name of this opportunity
  • Account Name - The name of the account related to this opportunity. You can choose an account by clicking on the arrow-like button
  • Currency - The currency used for this opportunity
  • Expected Close Date - The estimated closing date for this opportunity
  • Opportunity Amount - The amount of revenue expected by this opportunity
  • Type - Here you will be able to choose if the opportunity is related to an existing client or to a new one. 
  • Sales Stage - The status of this opportunity in Sales term
  • Lead Source - The source of the lead related to this opportunity
  • Probability - This is determinated from the SugarCRM CE application based on the selected Sales stage.
  • Campaign - If this opportunity is related to any campaign
  • Next Step - The next step related to the closing of the sale
  • Description - Here you can enter a description  for this opportunity


configuring the new opportunity


The last section of settings is called "Other" and there you will be able to assign an employee to this opportunity. 


Step 3 Edit and Deleting Existing Opportunities

In this step we will review both the Edit and the Delete activities of the Management for your Opportunities. In order to Edit an Oportunity you will need to first and foremost find the Opportunity you would like to edit. This can be achieved with the Search module which is located at the top of the Opportunities page. 


editing an opportunity


Once you find the Opportunity you will see a small pencil-like button which if you click you will be presented with the editing interface. This interface is the same as the one you have used for adding a new Opportunity but with the only difference that the fields there will be filled already. Once you are done with the editing please click on the "Save" button so the editing can end and your changes can be saved. 


In order to Delete an Opportunity you will need to find the Opportunity first. You can use the search module at the top of the page so you can find the Opportunity you need and once you do so you should mark the opportunity by clicking on the small checkbox in the beginning of the table record. 


deleting an opportunity


Then you will need to click on the Delete button which will appear at the top of the table view and once you confirm the deletion from the pop-up notice it will bepermanently deleted. 


Congratulations! You now know how to fully manage the Sales Opportunities of your organization in SugarCRM CE!