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
Create an opportunity with an existing company or contact:
Always search for a company or contact before creating a new one to prevent duplicates. 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.
Once you find the company or contact, scroll to the bottom of the page under Opportunities and choose the "+" sign to add a new opportunity. You can create multiple opportunities for a contact or company.
Fill in any Opportunity details and hit save.
Creating an opportunity for a new company or contact:
If you are creating an Opportunity with a brand new company and contact, navigate to the Opportunities tab and click "+" in the right-hand corner. You will have 2 options for creating a new opportunity
We recommended creating the opportunity with a contact because Spiro will allow you to enter information for the company, contact, and opportunity from one screen.
You can also view a list of opportunities from the Opportunities tab in Spiro and search for an opportunity using the global search or the page specific search from the opportunities tab.
Questions? Email firstname.lastname@example.org