• Understanding Opportunity Pipelines, Stages, and Opportunities on Outplay

  Effectively Manage Your Sales Efforts with Outplay As a sales professional, you're constantly looking for ways to streamline your sales process and achieve your sales goals. That's where Outplay comes in. Outplay is a sales engagement and sales automation platform that can help you better manage your sales efforts and achieve your sales goals.  One of the key features of Outplay is the opportunity pipeline, stages, and opportunities, which can help you track the progress of each sale and maPopular

• How to create an opportunity in a pipeline

  An opportunity represents a potential sale that you are working on. Each opportunity can be associated with a specific lead, and it will move through the various stages of your pipeline as the sale progresses. On Outplay, you can create an opportunity and add it to your pipeline. This way, you can monitor the progress of the deal, set sales goals, and prioritize your sales efforts.  Here's how you can create an opportunity in a pipeline on Outplay:  Log into Outplay. In the EFew readers

• Opportunities in Outplay.

  Outplay now support creating and mapping Opportunities to prospects & accounts. This article will help users understand the Opportunities Section better. What are Opportunities in Outplay? Opportunities are " Deals " in progress with your prospects or accounts, which can now be either created with Outplay or synced through your CRM. When Logged in to Outplay, click on the $ Dollar sign - which takes the user to the Opportunites page. (https://storage.crisp.chat/users/hFew readers

• Opportunities & Tasks

  In this article, the relation b/w opportunities & Tasks are provided. When performing Tasks and sending a communication to your prospects, users will be able to associate Opportunities with them to maintain a reminder to take action at the most advantageous time. Create Tasks through Opportunity Page  Navigate to the Opportunity in consideration. Click on the Tasks Tab and click on "Create Task" Create the task as required.  (https://storage.crisp.chat/users/helpdFew readers

• How to add Opportunity Lost Reasons

  When an opportunity is lost, it is important to understand the reason for the loss in order to improve your sales process and avoid similar losses in the future. On Outplay, you can add predetermined opportunity lost reasons to make it easier for your sales team to update the outcome of an opportunity. Here's how you can add an opportunity lost reason on Outplay: Log into Outplay. Under the Engagement section, go to Profile >Settings. (https://storage.crispFew readers

• Update stage & outcome for an opportunity

  Outplay allows you to manage and track your opportunities effectively. Keeping track of the stage of an opportunity is crucial to monitoring its progress and ensuring its success. This article will guide you through the process of updating the stage of an opportunity and closing it with a won or lost outcome.  Here's how you can update the outcome of an opportunity on Outplay:  Log into Outplay. In the Engagement section, click Opportunities from the sidebar menu.Few readers

• How to Sync Opportunity Pipeline Between CRM and Outplay

  Keeping track of your sales opportunities can be a daunting task, especially if you're using multiple tools to manage your sales process. However, with Outplay's opportunity pipeline sync feature, you can seamlessly sync all your sales opportunities and their stages between your CRM and Outplay. This feature saves you time and effort while ensuring you have accurate and up-to-date data at all times. Why Is Opportunity Pipeline Sync Important Between a CRM and Outplay? Outplay's opportuFew readers

• How to manage stages in an opportunity pipeline

  Customize and Optimize the Stages in Your Sales Process By managing the stages in your opportunity pipeline, you can ensure that each opportunity is properly tracked and managed, leading to improved sales results. Moreover, this way you can ensure that the stages of your pipeline follows the same structure as your sales process followed in your organization.  On Outplay, you can rearrange the order of stages, edit existing stages, and delete stages as needed. Here’s how you can manageFew readers

• Bulk Edit & Manage Opportunities in Outplay

  In this article, we will discuss how to edit single and bulk opportunities in Outplay. Opportunities can be managed in Outplay, but now users have the option to edit them, and the interface has been updated. While logged into Outplay, click on the $ and you will be navigated to the Opportunities section. All the Opportunities are synced through either the CRM or created through Outplay are shown in this section. (https://storage.crisp.chat/users/helpdesk/website/8Few readers

• How to create an opportunity pipeline on Outplay

  On Outplay, you can create an opportunity pipeline - a visual representation of the stages of your sales process, from lead generation to closure. It helps you track the progress of each sale and make more informed decisions about your sales strategy. By creating an opportunity pipeline on Outplay, you can streamline your sales process and stay organized, even as you manage multiple sales opportunities at once. Creating an opportunity pipeline is simple and straightforward on Outplay. Here'Few readers

• Assign a Prospect to an Opportunity

  How to assign Opportunity to a prospect in Outplay In this article, we will discuss different ways that a prospect can be assigned an opportunity within Outplay. Assigning Opp to a prospect through the Profile page. Login into Outplay and Navigate to your Prospect Section. Click on the prospect and expand the view. Open Opportunities and click on Assign Opportunities. A pop-up will show up, to assign the Opportunity to the selected prospect.Few readers

• Regulate Opportunities for Users

  This article helps Admins understand how to manage Opportunity view for their users. Every user added to Outplay doesn't have the same permissions and roles. To understand more about Users and Permission click here. Admins can regulate their users from viewing Opportunities within Outplay. There are a few reasons why an organization would like to restrict the Opportunities view for their users. The Outplay & CRM admin wouldFew readers

• How to add a new stage to an opportunity pipeline

  Add stages as per your sales process Stages play an important role in organising and tracking the progress of each opportunity through the pipeline. You can add stages to an opportunity pipeline as per the sales process followed by your organisation. This way, you can ensure that each opportunity is properly tracked and managed. Here’s how you can add a new stage in an opportunity pipeline on Outplay:  Log into Outplay. Under the Engagement section, go to *ProfileFew readers

• View opportunities in a pipeline on Outplay

  Keeping track of all the opportunities in a sales pipeline is crucial to ensuring its success. Outplay enables you to view all the opportunities in your pipeline, giving you a complete overview of your sales progress. This article will guide you through the process of viewing all the opportunities in a pipeline on Outplay. Here's how you can view opportunities in a pipeline on Outplay: Log into Outplay. In the Engagement section, click Opportunities from the sidebar menFew readers

• Managing Tags for Opportunities in Outplay

  Outplay now allows users to add or remove tags for opportunities efficiently. Users can update tags for a single opportunity or apply changes in bulk, making it easier to organize and categorize opportunities. How It Works Adding/Removing Tags for a Single Opportunity Navigate to the Opportunities Page Go to the Opportunities section in Outplay. Select the opportunity you want to update. Manage Tags Click on the Edit Tags option. Add new tagFew readers

• What are opportunities in prospect information Section ?

  Opportunities are deals in progress synced from your CRM into Outplay. Outplay allows only inbound sync for opportunities. You can neither create nor edit Opportunities in Outplay as of now. You can only track the opportunity of the deal your prospect is in.Few readers