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Carrot CRM – Opportunity Info

johnpatrick   Written by johnpatrick    Last updated on

Introduction

Once your Opportunity has been created you can add more information to it and start tracking activity, offers, etc. Much of this data will be captured as your Activities are completed and created but you also have the option of filling in as much information as you want about each one based on your preferences.

Locate your Opportunity

  1. Click Opportunities
  2. Search for or filter the Opportunity you’re looking for and click on the address to edit 
  3. Click the Opportunity/Property Address to view the Opportunity

Opportunity Info 

Once you’re inside the Opportunity you’ll see all of the information and activities that belong to it. Some of this information is for viewing only and some can be edited from this location. 

  1. Property Address
  2. Seller information
    1. Click on the Seller name to edit the current Sellers contact information 
    2. Edit the Seller or view the Seller info by clicking ⋮ the three-dot icon
  3. Click 📌 the Pin icon to pin the Opportunity
  4. Add or remove custom Labels which is like a tagging system and can be used to filter and categorize Opportunities in other areas of Carrot CRM. Add the Labels that you want to add in the Labels section then type the Label you want to add here and select the correct label. Enter as many Labels as you’d like here.

Opportunity Location in the Pipeline

  1. The Pipeline shows where the Opportunity is in the Pipeline process as well as details about what Action is currently assigned and to whom. 
  2. You can click on the Action to edit it.
  3. Click the three dots to change the status of the Action which will automatically complete the current Action that is assigned.

Property

Upload your own image if you want to have a custom view of the property. Click the Trash can icon at the upper right corner of the image to remove the custom image

Important Opportunity Info

Uncontacted and Contacted

This is the communication status of the opportunity. It indicates whether you already spoke to the seller or not. By default, new opportunities will have the Uncontacted status and there are two ways to update this. 

  1.  Manually change the status by clicking the Contacted button in the Important Opportunity Info
  2. Automatically when you select the outcome “I got a hold of the seller” to actions like Call New Lead or Follow up with seller.

Below Uncontacted and Contacted is a custom view that you can configure. You may select what information is important to summarize here every time you check it. 

  1. Click ⋮ the three dots menu
  2. Select up to eight items or fields you wish to view consistently, this information will persist across all of your Opportunities. 
  3. After you have made your selections click Save

You can always change this information by unselecting one and selecting another but the maximum number of selections is four.

Touches and Date Trackers

A Touch is when you update an opportunity by completing an action. 

This information is quick at-a-glance nominal information for: 

  • How many days ago it was last touched
  • The total number of touches
  • How long ago it was created
  • How many days ago it was Qualified
  • When the first appointment was
  • How many days ago was the first offer made
  • How many days ago was the last Transaction
  • How many days ago was it closed

You can hover over each of the numbers to get the exact dates. 

Activity and Communication Log

Here you can see all activity for your Opportunity, the icons are filters for each type of activity you want to view.

  1. Click the View All menu item to see all activity on this Opportunity in a list
  2. Click the Comment icon to see a list of all Comments 
  3. Click the Checkbox icon to see a list of all completed items

Add Comments 

From any of the above filter locations, at the end of each list you can make comments about the Opportunity. 

  1. Click the drop-down box and select Add Comment

Campaign

Notes

Notes for this Opportunity can be added or edited here by clicking the blue Notes bar on the right side of the screen. Click on the Edit Note button on the right corner of the header to enter your content and then slick the save icon when you are done. 

Offers

All Offers that have been made under this Opportunity will be listed here. You can view, download/save or print all offers made on this property directly from this screen. 

File Attachments

Click Upload File to upload documents and images. 

If there are images or documents currently uploaded you can delete them here by clicking on the Garbage Can icon, it will turn red then click it again to confirm. 

Allowable files for upload
You can upload most files including Microsoft Office files, PDF, JPG, and PNG. In order to upload Google Docs files you’ll need to download them from Google Docs first, save them as CSV, DOC, XLS files first and then upload to IF3. You can add Google Doc files in this screen as links however if that is easier for you and your team. 

Links

Enter the link and add a description for it. If you add a description, the system displays this instead of the link to easily identify it among other links.

Advanced / Delete Opportunity

You may delete this Opportunity here by typing the word delete in the text box. Once you type in the word delete you’ll be able to confirm deletion by clicking Delete Opportunity.