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Carrot CRM – Opportunities Dashboard

johnpatrick   Written by johnpatrick    Last updated on

Introduction

View a summary of your Opportunities in the Opportunities Dashboard based on where they are in your Pipeline, add, delete, export or click to edit your Opportunities all from this one location.

View the Opportunities Dashboard

  1. Click Opportunities. This will load all of the Opportunities within the Carrot CRM. 
  2. Here you will see the InvestorFuse pipeline
  3. Search for Opportunities by address, phone number, email, or name

List Columns and Definitions

-Address
-Seller name & Campaign
-Opportunity  owner
-Phone number & Email
-Next action assigned
-Action assignee
-Due date of the action
-Last Touch is the last time you reached out to the seller/Opportunity
–Touches is the number of times you have reached out / touched the seller/Opportunity 
-When the Opportunity was created
-Pipeline
-Status of the Opportunity
-Color of the status box indicates the seller’s motivation. Hot = Red, Yellow = Warm, Blue = Cold, White = Unknown

Filter the List

  1. Click the Filter button to bring out the filter menu.
  2. Select your desired filter values on any of the available fields

The available filters are:

  • Campaign
  • Status
  • Motivation
  • Label
  • Contacted
  • Owner
  • Date Created
  • Sort

Add a New Opportunity

  1. Click the + icon on the upper-right corner of the page to add a new Opportunity
  2. Add the Property Address
  3. Add a new seller or attach an existing one
  4. Attach new Opportunity to a campaign i.e Referral, etc.
  5. Select an owner for the Opportunity 

Pin Opportunities

Pin important Opportunities to separate them from the rest and make them easy to find and accessible to your team. This will also tie into a functionality in the mobile app that will be coming soon.

  1. In the Opportunity list view, click ⋮ the three-dot icon next to the opportunity you want to pin
  2. Select Pin from the drop-down
  3. Pinned Opportunities will appear in the Pinned tab
  4. You can Pin a maximum of 10 opportunities. If you hit the limit, you will not be able to pin any more opportunities. Unpin some of them to free up space.