Create Opportunities

Overview

Opportunities are the active deals you are working on with companies/contacts in Spiro. You can record and easily update opportunity information such as the amount, expected close  date, sales stage and more.

Create an opportunity with an existing company or contact

To prevent making duplicates, always search for a company or contact before creating a new opportunity. If the company or contact already exists in Spiro, you can use the global search at the top of Spiro to find the company/contact you would like to create an opportunity for. You can also search from the contacts and companies tabs.

Once you find the company or contact, scroll to the bottom of the page under Opportunities and click on the NEW+ button to add a new opportunity. You can create multiple opportunities for a contact or company.

Fill in the details about the opportunity and when finished, click Save. 

Creating an opportunity for a new company or contact

If you are creating an opportunity with a brand new company and contact, first navigate to the Opportunities tab. Then, click NEW+ in the right-hand corner of the opportunity list view. 

Enter the information for the company, contact, and opportunity. 

Tip: You can view a list of opportunities from the opportunities tab in Spiro. You can also search for an opportunity using either the global search or the page-specific search from the opportunities tab.

Filter Opportunity Activities with Email Keywords

You can control what emails show in the activities section of opportunities through filters. With email keywords, you can enter the keywords that will be used to filter what emails are displayed in the opportunity activities section. Only emails with text that matches the keywords entered will be displayed.

Note: This only applies to emails. It does work for the subject and body of the emails.