Opportunities represent past or pending deals for a company or person you want to work with and/or track. They are crucial in business operations, particularly for forecasting sales.
In OfficeRnD, Opportunities are used to monitor potential deals with customers regarding resources in your space. In simpler terms, an Opportunity refers to a person or account that has been assessed as a qualified lead. This means:
You've contacted the person and discussed their needs.
You've evaluated their suitability.
They're actively in your pipeline, and you maintain communication.
You anticipate closing the deal successfully.
How do I create opportunities?
To create an Opportunity:
Go to Community > Opportunities.
Click Add Opportunity. The following dialog opens:
In the Add Opportunity dialogue
Provide the following information:
Company Name and Contact Member: Specify the company and contact person. You can create a new Contact directly in the same dialogue by selecting Add New under the dropdown menu.
When you create a new Contact, a new user profile with the status Lead is automatically added.
Name and Status:
These fields, along with Contact, are mandatory.
For Status, choose one of the default values:
0% (Lost)
10% (Open)
100% (Won)
You can manually adjust the Probability later.
You can create additional statuses for your Opportunities.
Deal Size and Company Size:
Deal Size represents the revenue expected from the Opportunity.
Company Size refers to the anticipated number of new members added.
Probability and Date:
Based on your judgment, enter the probability of closing the deal and an expected closing date.
Resource (Optional):
Specify the resource linked to the Opportunity. This helps you view Opportunities associated with a specific location on the Floor Plan. Open the floor plan and click on the zone where the resource with an Opportunity is assigned:
What Happens When I Add an Opportunity?
When you create an Opportunity:
The associated contact (company or member) will receive a profile in your organization with the status "Lead."
If the deal is won or lost, the company's status is updated to "Inactive" until fees and memberships are assigned.
Lost Deals:
The Contact profile is not automatically removed. If you want it deleted, you must do this manually.
How do I add additional properties to opportunities?
You can customize Opportunities by adding custom properties. Learn more about custom properties →
Here are examples of useful properties and their types:
Source: Create a field to enter the Opportunity's source or description. Use the "string" type for this property.
Notes: Add detailed notes about the Opportunity. Use the "text" type for this property.
Tour Date: If an Opportunity needs a tour, add this property to record the date. Use the "date" type for this property.
How do I add additional statuses?
To add new statuses:
Go to Settings > Platform > Opportunities.
Click Add Status, enter a name, and define a probability (in percentages).
You can also: