Crear un registro de oportunidad


Un registro de oportunidad contiene la historia de un proceso de ventas único con un cliente potencial. Pueden crearse automáticamente cuando un prospecto rellena un formulario web, hace clic en un enlace, etc. o se agrega manualmente después de una interacción personal con un cliente potencial. Las oportunidades se adjuntan al registro de contacto del comprador potencial. Cada registro de contacto puede tener múltiples oportunidades (es decir, si un posible comprador pasa por su proceso de ventas inicial más de una vez o si las actualizaciones y negocios repetidos se manejan a través de su equipo de ventas directas también).

Antes de crear un registro de oportunidad manualmente, debe asegurarse de que existe un registro de contacto dentro de Infusionsoft.

Instrucciones paso a paso

1 - Vaya a CRM> Oportunidades en el menú de navegación principal.

2 - Seleccione Agregar una oportunidad en el menú Oportunidades.

3 - Ingrese la información de la Oportunidad

 - Título: El título de oportunidad aparece en la lista de oportunidades. Puede ser un nombre de empresa, un nombre de persona, un nombre de "acuerdo", etc.
 - ID de usuario: Por defecto, el usuario agrega la oportunidad. Seleccione un usuario diferente si debe asignarse a otra persona.
 - ID de etapa: La ID de escenario predeterminada se define en la configuración de ventas, pero se puede cambiar al agregar una nueva oportunidad.
 - Persona: ingrese el nombre del prospecto y luego haga clic en el botón Buscar para ver posibles coincidencias. Haga clic en el nombre de una persona para adjuntar la oportunidad a su registro de contacto.
 - Notas de Oportunidad: Anote las notas pertinentes a esta oportunidad. Estas notas deben incluir información sobre el prospecto o el trato que desea tener en cuenta al hacer el seguimiento con la perspectiva (por ejemplo, puntos de dolor, información familiar, etc.)
 - Acción siguiente Notas: Las notas de la siguiente acción deben indicarle el tipo de seguimiento que debe realizar manualmente (por ejemplo, volver a programar la demostración).
 - Fecha de acción siguiente: La siguiente fecha de acción le indica cuándo debe realizar un seguimiento manual con la perspectiva nuevamente. Podría ser un compromiso firme o una directriz general.
 - (Opcional) Seleccione un paquete de interés de producto: Estos paquetes de interés de productos son grupos estándar de productos que un cliente potencial puede mostrar interés en comprar. Si selecciona un lote, el sistema rellenará automáticamente los Intereses del producto / suscripción para el registro de oportunidad.

4 - Haga clic en el botón Guardar para agregar la nueva oportunidad.

ProTips! - Puede crear oportunidades desde un registro de contacto. Simplemente haga clic en la pestaña Oportunidad (en la fila inferior de las pestañas de un registro de contacto) y haga clic en el botón Agregar oportunidad.


  1. oprol evorter

    I?¦m now not certain where you are getting your information, but good topic. I needs to spend a while learning much more or figuring out more. Thank you for great information I was looking for this information for my mission.


    Its like you read my mind! You seem to know so much about this, like you wrote the
    book in it or something. I think that you can do with some pics to drive the message
    home a bit, but instead of that, this is wonderful blog.
    A great read. I’ll definitely be back.

  3. coconut oil and

    Hello! Quick question that’s entirely off topic.
    Do you know how to make your site mobile friendly?

    My blog looks weird when viewing from my apple iphone. I’m trying to find a template or plugin that might be able to
    resolve this issue. If you have any recommendations, please share.

  4. ps4 games

    I just could not go away your web site before suggesting that I extremely enjoyed the usual info a person provide in your guests?

    Is going to be back often to investigate cross-check new posts

  5. ps4 games

    Hey very nice site!! Guy .. Beautiful ..
    Superb .. I will bookmark your web site and take the feeds also?

    I’m happy to find a lot of useful information here
    in the post, we want work out more techniques in this
    regard, thanks for sharing. . . . . .

  6. ps4 games

    Having read this I believed it was really enlightening. I appreciate you spending some
    time and effort to put this information together. I once again find myself spending a significant amount of time both reading and leaving comments.

    But so what, it was still worth it!

  7. Bennyslogs

    [url=]cheap xenical[/url] [url=]buy wellbutrin[/url] [url=]buy lisinopril[/url] [url=]cheap lisinopril[/url] [url=]buy valtrex[/url] [url=]viagra generic[/url] [url=]cheap prednisolone[/url] [url=]generic viagra[/url] [url=]prednisone[/url]

  8. AaronLeare

    [url=]synthroid generic[/url] [url=]levitra buy[/url] [url=]cheap viagra[/url] [url=]buy cialis[/url] [url=]lisinopril online[/url] [url=]lasix generic[/url] [url=]metformin buy[/url] [url=]sildenafil generic[/url]

  9. ps4 games

    Very quickly this site will be famous amid all blog people, due to it’s
    good posts

  10. ps4 games

    This paragraph will help the internet visitors for setting up new website or even a weblog from start to end.

  11. quest bars cheap

    It’s truly very complicated in this busy life to
    listen news on Television, therefore I only use internet
    for that reason, and take the hottest news.

  12. ps4 games

    What’s up to all, the contents existing at this website are really remarkable
    for people knowledge, well, keep up the nice work fellows.

  13. SueLus

    [url=]buy doxycycline 500mg[/url] [url=]lisinopril tabs[/url] [url=]prednisone 100 mg daily[/url] [url=]furosemide iv[/url] [url=]generic zithromax[/url]

  14. coconut oil

    We are a group of volunteers and starting a new scheme in our community.
    Your site offered us with valuable information to work on. You have done an impressive job and our whole community will be grateful
    to you.

  15. coconut oil

    Howdy just wanted to give you a quick heads up.
    The words in your content seem to be running off the screen in Firefox.

    I’m not sure if this is a format issue or something to do with web browser
    compatibility but I figured I’d post to let you know. The design look great though!
    Hope you get the problem fixed soon. Cheers

  16. plenty of fish vs free trial

    Hey there would you mind letting me know which hosting company you’re working with?
    I’ve loaded your blog in 3 completely different internet browsers and I must
    say this blog loads a lot faster then most. Can you suggest a good internet hosting provider at a honest price?
    Kudos, I appreciate it!

  17. free trial

    Excellent way of describing, and pleasant article to take data about my
    presentation focus, which i am going to deliver in academy.

  18. sling tv

    Hey I know this is off topic but I was wondering if you knew of any widgets I could
    add to my blog that automatically tweet my newest twitter updates.

    I’ve been looking for a plug-in like this for quite some time and was
    hoping maybe you would have some experience with something like this.
    Please let me know if you run into anything. I truly enjoy reading your blog and I
    look forward to your new updates.

  19. sling tv

    Awesome! Its actually remarkable article, I have got much clear idea regarding from this post.

  20. PeterAlant

    Hello, boat thanks you looking in compensation low-down! normal dose cialis
    viagra without a doctor prescription walmart

  21. sling tv

    Link exchange is nothing else except it is simply placing
    the other person’s blog link on your page at suitable place and other person will
    also do same in support of you.

  22. sling tv

    Great work! This is the type of info that are meant to be shared around the web.
    Disgrace on the search engines for not positioning this publish upper!
    Come on over and talk over with my website .

    Thanks =)

  23. sling tv

    Hey there just wanted to give you a quick heads up and let you know a few of the
    pictures aren’t loading properly. I’m not sure why but
    I think its a linking issue. I’ve tried it
    in two different web browsers and both show the same results.

  24. KelAVET

    Stendra Purchase Next Day Delivery Buy Cialis Canada Drugstore Generic Pharmacy Comment Se Procurer Du Cytotec

  25. sling tv

    Hi there! I know this is kinda off topic but I’d figured I’d ask.

    Would you be interested in exchanging links or maybe guest writing a blog article or vice-versa?
    My website goes over a lot of the same subjects as yours and
    I feel we could greatly benefit from each other.
    If you are interested feel free to send me an e-mail.
    I look forward to hearing from you! Superb blog by
    the way!

  26. JimNom

    [url=]metformin 500[/url] [url=]generic levitra online usa[/url]


    I’m gone to say to my little brother, that he should also pay a quick visit
    this webpage on regular basis to obtain updated from most up-to-date news.

  28. water softener and filtration system

    Simply desire to say your article is as astounding.
    The clarity in your post is simply excellent and i can assume you’re an expert
    on this subject. Well with your permission allow me to
    grab your RSS feed to keep updated with forthcoming post.

    Thanks a million and please keep up the gratifying work.

  29. PaulViake

    [url=]amoxicillin 1g[/url] [url=]suhagra 50 mg tablet online purchase[/url] [url=]generic cipralex india[/url] [url=]synthroid generic price[/url] [url=]clomid for men[/url]

  30. cbd rub for athletes

    Hey I know this is off topic but I was wondering if you knew of any widgets I could add to my blog that automatically tweet my newest
    twitter updates. I’ve been looking for a plug-in like this for quite some time and was hoping maybe you would have some experience with something
    like this. Please let me know if you run into anything.
    I truly enjoy reading your blog and I look forward to your new updates.

Tu dirección de correo electrónico no será publicada. Los campos obligatorios están marcados con *