Aroopa Apps, your go-to low-code/no-code platform, empowers businesses ofall types to easily build applications and streamline processes. In this guide, we’ll show you how to create and manage opportunities in the Aroopa CRM module, helping you turn leads into meaningful business opportunities.

Opportunities in Aroopa CRM are more than just placeholders for potential deals; they are tools for tracking progress and ensuring every potential business deal is properly managed. You can assign stages, track actions, and
stay on top of every opportunity—big or small—with clarity and control. Here
are the key steps to get started:

1. Log In:
   Sign in or sign up to Aroopa Apps using your credentials.
2. Access Opportunities:
   Navigate to the dashboard menu, select CRM, and click on
   "Opportunities."
3. Create an Opportunity:
   Click the "Create Opportunity" button to open the default form. This form
   includes pre-configured fields designed to capture all essential
   details.
4. Customize Fields:
   Need to add specific fields? Switch to the form designer to modify the
   default template and include additional fields as needed.
5. Fill Out the Form:
   Input a descriptive title, select or customize the status, and fill out
   other necessary details.
6. Save and Track:
   Save the opportunity and view it on the opportunities page. Use filters
   and views (Grid or Kanban) to organize your opportunities by status.
7. Status Management:
   Create and manage custom statuses to categorize opportunities and define
   next steps. Set default statuses like "New" or "Closed" for streamlined
   tracking.
8. Bulk Updates and Imports:
   Use the import feature to upload data from events or exhibitions and map
   them to the appropriate fields. Update multiple opportunities at once for
   efficient management.
9. Convert Leads:
   Seamlessly convert leads into opportunities by verifying and updating lead
   details, then using the "Convert to Opportunity" feature.
10. Track History and Set Reminders:
    Use the timeline feature to view all actions related to an opportunity,
    and set reminders for follow-ups to ensure nothing is missed.

With Aroopa CRM, managing opportunities is easy and efficient. Whether it’s
logging every follow-up email or creating a timeline of actions, Aroopa CRM
ensures that you maintain a professional and consistent approach. Leverage
these tools to deliver timely and personalized experiences for your
customers.

For further assistance or to explore more features, reach out to
hello@aroopaapps.com