How to Create Lead - Opportunity - Order in HyperTeamCRM

1. HyperTeam CRM
Lead OrderOpportunity

2. www.sharepoint-florida.comProducts in HyperTeam CRM
You can find your
products/services here
Use this section to track all important information regarding your products/services

3. www.sharepoint-florida.comLeads in HyperTeam CRM
What is a lead?
• When you get a referral from an external partner, client, or friend
• When you become aware of a potential client through
advertisements, events, company websites, social media, etc. but
you have not yet contacted them
• When an individual expresses general interest in your product or
service
A person or organization with a potential
interest in your products or services. More
information is necessary to qualify the lead
and to convert them to an opportunity.
When is a new lead created?

4. www.sharepoint-florida.comAdding a new lead – create new lead profile
Add a new lead profile by clicking on the plus icon
You can find all of
your leads here

5. www.sharepoint-florida.com
• Detail important information
regarding your new Lead (lead
title, lead type, source, etc.)
• Assign the Lead to yourself or a
colleague
• Link contacts and products to
your Lead
• Attach emails, documents and
images (excel files, word
documents, etc.)
• Assign tasks to your Lead
• Record important details about
your Lead, add a lead
description, and even make
notes for later reference
Adding a new lead – fill in lead profile

6. www.sharepoint-florida.com
Adding a new lead – save your lead
I. Save by selecting the save icon at the top of the profile
II. OR by simply clicking Save at the bottom of the profile

7. www.sharepoint-florida.comNotifications – new leads
Notification
Dear Test CEO President HyperTeam USA,
Test CEO President HyperTeam USA has added a new Lead. You can see it here
Original salesstage:
New salesstage: Lead
Lead details
Lead ID: 4464
Lead name: Collier County Economic Development
Account:
First contact date: 04.21.2016 18:00
Delivery date
Closing date: 05.26.2016 18:00
Expiration date:
Probability: 50%
Sincerely:
HyperTeam CRM
When a new lead is added you will
receive an e-mail notification that
alerts you to the new lead and details
its important information

8. www.sharepoint-florida.comManaging your leads – sending estimates
Send an estimate to
your lead by clicking
on the mail icon
The system will then pull data
from the lead’s profile and
generate a complete estimate in
your desired format (including
contact information and
products/services)

9. www.sharepoint-florida.comManaging your leads – editing
Edit your leads by selecting the pencil icon

10. www.sharepoint-florida.comManaging your leads – deleting
Delete your leads by selecting the trash can icon

11. www.sharepoint-florida.comOpportunities in HyperTeam CRM
• When the lead has been qualified
• When a written estimate/ proposal/ quote has been sent to the
prospective client
An opportunity is a person or organization that has
entered into your buying cycle by expressing a clear
interest in purchasing your product or service. You
have had contact with them, possibly held meetings,
and you understand their wants and needs.
When is a lead converted into an opportunity?
What is an opportunity?

12. www.sharepoint-florida.comConverting leads to opportunities
Don’t forget to select the sales
stage when converting the lead to
an opportunity (these stages are
customizable to fit your needs!!)
I. Select the pencil icon to edit the lead and then check the box “Make it opportunity”
II. Check the box “Make it opportunity” before sending an estimate

13. www.sharepoint-florida.comNotifications – changes in leads or opportunities
Notification
Dear Test CEO President HyperTeam USA,
Test CEO President HyperTeam USA has changed a(n) Lead's Status. You can see it here
Original salesstage: Lead
New salesstage: Proposal / Price quote
Lead details
Lead ID: 4464
Lead name: Collier County Economic Development
Account:
First contact date: 04.21.2016 18:00
Delivery date
Closing date: 05.26.2016 18:00
Expiration date:
Probability: 50%
Sincerely:
HyperTeam CRM
You will also get a notification
when you change the status of
your lead or opportunity.

14. www.sharepoint-florida.com
You can find all of your
opportunities here
New opportunities
Send additional
estimates right
from the
opportunity page!
After converting your lead to an opportunity, the information will appear in a new opportunity profile. Add
additional information when necessary to keep track of your opportunities status and important details

15. www.sharepoint-florida.comOrders in HyperTeam CRM
• When you receive a signed purchase agreement from the client
An agreement between you and your client
that authorizes the sale of your product or
service.
When is an opportunity converted into an order?
What is an order?

16. www.sharepoint-florida.comConverting an opportunity to an order
Select the pencil icon to edit the opportunity and then change the sales stage to “Closed won”
Quick Tip: If your
opportunity doesn’t
convert to an order,
change the sales stage to
“Closed lost.” The
opportunity will then be
stored in your “Closed
opportunity” tab

17. www.sharepoint-florida.comNew orders
You can find your
orders here
After converting your opportunity to an order, the information will appear in a new order profile. Add
additional information when necessary to keep track of your orders status and important details
The order page
even helps you
stay current on
your client’s
billing phases