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