Find your leads and opportunities

1. Choose the pipeline#

Open Opportunities and select the pipeline your team uses. A contact stores the person’s details; an opportunity tracks a particular potential sale.

2. Find the deal#

Use Search Opportunities to find the customer or deal. If needed, open the filter control and check Owner and Status. An Open-only view will hide won and lost deals.

3. Open the opportunity#

Select the card or name. Check the contact, Stage and Status, then review its notes or tasks for the next step.

Example: A returning customer#

A customer calls about an estimate from last month. Search for the existing deal and include closed statuses if necessary. Review its history before deciding what the new request needs.

Can’t find it?#

• Check the pipeline and remove restrictive owner or status filters.
• Try the customer’s full name and the deal name.
• Check whether there is already a matching contact with a differently named opportunity.

If your process creates opportunities automatically and one is missing, report the customer and inquiry date to your usual Hanna Group contact. Do not create a duplicate to make it appear on the board.