Opportunities (Mobile App)

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 dollar amount, expected close date, sales stage and more right from your mobile app.

Creating an opportunity

You can create a new opportunity from your mobile app by navigating to the opportunities tab at the bottom of the screen (Star icon). Click the Spiro AI button in the bottom right hand corner and choose "New Opportunity". From here you can enter all necessary information to create the opportunity including name, Company Name, Amount etc. Hit "Save" in the top right hand corner when done.

Creating an Opportunity from an existing Company or Contact

You can also create an opportunity directly from a company or contact record that already exists in Spiro. Simply search for the desired company or contact and click "+" next to the Opportunities entity.

Next, fill in the details for the new opportunity and click "Save" in the top right. You can view the opportunity from the opportunities tab or search for the contact or company the opportunity is associated with.

Managing Opportunities

The opportunity tab in the mobile app is dynamic, just like on the web. This means if you update information on your mobile app, you will see the same update when you are logged into the web and vice versa.

You will see total number of opportunities and total amount of opportunities by sales stage. If there are no opportunities assigned to one of your sales stages, the sales stage will not appear in the list. You can drill in to any Sales Stage to see the opportunities and view further details. To edit details of an opportunity, click the 3 dots in the top right corner.

Click "Filter" in the top right to apply any filters you have saved on the web. When filters are applied, you will notice the amount will change based on filter parameters.

Key Contacts

Key contacts are the people who you are actively speaking with on a particular opportunity. Only interactions with key contacts show up in the timeline for your opportunities. You can have multiple key contacts for an opportunity.

Upon creating an opportunity, all contacts associated with the company your opportunity is associated with will be added as key contacts. To deselect a key contact, drill into an opportunity and scroll to contacts, then use the "x" sign next to the contact you would like to remove. This will not remove them from Spiro entirely, their interactions will simply no longer show in the opportunity timeline as they are no longer associated with the opportunity. 

To select a key contact, drill into an opportunity and scroll to contacts. Click the "+" sign and you can select an existing contact that's already in Spiro, or you can create a brand new one.