Overview

WebToq Opportunities tracks deals from initial contact to closure, providing customizable pipelines, visual deal management, and tools for assigning tasks and tracking revenue.

---

1. Understanding Opportunities

What It Is

The Opportunities tab is the sales management hub in WebToq, where all deals are tracked, organized, and progressed through the sales pipeline.

Why It Exists

It ensures visibility into deal status, prioritizes high-value opportunities, and enables teams to manage follow-ups and actions efficiently.

---

2. Accessing Opportunities

1. Log in to your WebToq account.
2. From the left-hand menu, click Opportunities.
3. You will see:
   • Deal pipelines
   • Current deal stages
   • Individual opportunity cards

Expected Outcome:
You are now in the deal management interface, ready to track and manage sales opportunities.

---

3. Custom Pipelines

What It Does

Custom pipelines allow users to define stages representing the sales journey for each deal.

---

How to Create a Pipeline

1. Click Pipelines → Add New Pipeline.
2. Enter a name for the pipeline (e.g., Sales Pipeline).
3. Add stages such as:
   • New Lead
   • Contacted
   • Qualified
   • Closed
4. Rearrange stages using drag-and-drop if needed.
5. Click Save.

Expected Outcome:
A visual, customized sales pipeline is ready to track deal progress.

---

Benefits

• Reflects the sales process clearly
• Helps identify bottlenecks
• Adapts to different sales strategies

---

4. Drag-and-Drop Deal Movement

What It Does

Deals can be visually moved between stages to reflect real-time progress.

---

How to Move a Deal

1. Open a pipeline.
2. Click and hold a deal card.
3. Drag it to the next stage.
4. Release the card to update its status.

Expected Outcome:
Deal progress is updated instantly, providing a visual snapshot of pipeline status.

---

Benefits

• Simple and intuitive interface
• Immediate visibility of deal movement
• Supports team collaboration

---

5. Deal Value Tracking

What It Does

Assign monetary values to deals to help forecast revenue and prioritize opportunities.

---

How to Set Deal Value

1. Open a deal card.
2. Enter the Deal Value in the appropriate field.
3. Click Save.

Expected Outcome:
The deal now has a monetary value for reporting and prioritization purposes.

---

Benefits

• Enables revenue forecasting
• Helps focus on high-value deals
• Assists in pipeline performance analysis

---

6. Task Assignment

What It Does

Tasks and follow-ups can be assigned to team members directly within a deal to ensure accountability.

---

How to Assign Tasks

1. Open a deal card.
2. Click Add Task.
3. Enter:
   • Task name
   • Description
   • Due date
   • Assignee
4. Click Save.

Expected Outcome:
Tasks are linked to the deal, ensuring actions are tracked and completed.

---

Benefits

• Keeps deals moving forward
• Ensures team accountability
• Centralizes follow-up management

---

7. Daily Workflow Using Opportunities

1. Open Opportunities each morning
2. Review current pipeline stages
3. Move deals according to progress
4. Update deal values if needed
5. Assign or complete follow-up tasks
6. Monitor pipeline health and performance

---

8. Best Practices

• Customize pipelines to match your sales process
• Use drag-and-drop for real-time updates
• Track deal values for forecasting
• Assign clear tasks to team members
• Review pipeline daily to prevent stalled deals

---

9. Common Mistakes to Avoid

• Leaving deals stagnant in a single stage
• Failing to assign follow-up tasks
• Not updating deal values
• Using a generic pipeline that doesn’t match your process

---

Summary

WebToq Opportunities centralizes sales management with customizable pipelines, visual deal tracking, deal value assignment, and task management, providing teams with full visibility and control over every stage of the sales process.