Great Agent Opportunities allow you to better visualize your sales pipelines so that you can better plan for the coming months. Your brokerage can use the default Buyer and Seller pipelines provided by Great Agent, or customize your entire Opportunities to match the workflow used by your team.
Opportunities are made up of three components: Pipelines, Lanes, and Opportunities
A Pipeline can be used to visualize an opportunity from end-to-end (e.g. Buyers). A Lane is the "stage" within your Pipeline (e.g. Offer Out). The Opportunities make up the individual deals within each Lane.
How to get there
Opportunities can be accessed by clickingo on the "handshake" icon within the left navigation menu of your Great Agent CRM. If you're already logged in to your CRM, you can click here.
Adding an Opportunity
You can add a new opportunity directly from the Opportunities page (either the green button at the top of the screen or within a specific Lane) or from the Lead Details page.
First give the Opportunity a unique (required) name (e.g. Anderson family or 2 BR Condo Downtown). You then have the ability to add additional information to the Opportunity, such as: the property address, home price, commission, close date, and additional notes.
You can associate one or more leads (or even no leads, if they aren't yet in your CRM). You can also associate multiple members of your internal team to an Opportunity.
Managing Opportunities
After creating an opportunity, you will see it listed in it's designated Lane. You can easily move an Opportunity through the sales pipeline by dragging and dropping it into a different Lane.
To edit an Opportunity, just click on the Opportunity name, where you can modify any of the details, or delete the Opportunity.
Pipelines
Unique Pipelines can be created for each segment of your business (including buyers, sellers or rentals). You can use the default, Great Agent provided pipelines for Buyers and Sellers or brokers/admin can modify the available pipelines (byusing the gray cog icon).
Lanes
Within each Pipeline will be a series of Lanes which represent the stages in the sales process. At the top of each Lane, you will observe the number of current Opportunities within, along with the expected commission that is currently within each phase of the buying process.
These lanes are similar to the lead stages (e.g. New, Hot, Nurturing, etc), but are deal specific. Great Agent has provided default Lanes for each Pipeline, but brokers/admin can add or modify the Lanes to match the business model for their team.
Simply give the Lane a name and select a color to represent that stage of the Pipeline.
Accessibility
Brokers are able to see all Opportunities across their entire team. To view Opportunities for a specific agent, simply select that agent from the Agent Filter.
Agents are only able to see Opportunities which they are personally assigned to. This may include leads in which they are the assigned Primary Agent or additional Opportunities they have been added to.