Purpose: To record and monitor potential business deals, sales prospects, or income-generating engagements. By capturing opportunities, users can track progress through the sales pipeline, manage follow-up actions, improve forecasting, prioritize high-value deals, and ensure that no business leads are overlooked. This helps strengthen sales performance, accountability, and strategic decision-making through structured and centralized data.
Accessing the App
Required Role: CRM
Log in to Luvelo CRM by visiting app.luvelo.org/crm in your web browser.
Adding an Opportunity
Click "Organization".
Search for the organization you want to add an opportunity for. If organization is not found, you can add a new organization by following these steps.
Click "Opportunities".
Click "+ Opportunity".
Fill in the opportunity details and save.
Tittle: A short descriptive name for the opportunity, summarizing the potential deal or engagement (e.g., “Warehouse Management Solution – XYZ Ltd”).
Customer Representative: The primary contact person from the customer’s organization who is involved in the opportunity.
Product: The products or solutions being proposed, quoted, or discussed as part of the opportunity.
Sales Representative: The internal team member responsible for managing and progressing the opportunity through the sales process.
Stage: The current phase of the opportunity within the sales pipeline.
Priority: The urgency or importance level of the opportunity, helping the team determine focus and resource allocation.
Currency: The monetary currency in which the deal value is being tracked (e.g., USD, ZAR, SZL).
One-Time Revenue: The expected once-off revenue amount resulting from the opportunity, such as software license fees or upfront setup charges.
Annual Revenue: The recurring yearly income generated from the opportunity, such as subscription or support fees.
Status: The current outcome or condition of the opportunity (e.g., Won, Lost)
Reason for Status: A short explanation supporting the status selection (e.g., “Budget constraints”, “Signed contract”).
