Using Sales Opportunity Flags

  • Updated

This article provides a comprehensive guide on how to create and utilise Sales Opportunity Flags in BigChange. These flags offer an additional level of detail and an easy way to filter information, making them a valuable tool for managing your sales opportunities.

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Creating Sales Opportunity Flags

Sales Opportunity Flags can be created by navigating to: the top menu → Profile [icon] → Admin Settings → [side menu] Financial → Financial Documents & Sales Opps → Sales opportunities [Document type] - Flags [tab]

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Using Flags for Colour-Coding

With a large number of colours to select from, you can create a meaningful internal colour code system. This can be used by different departments or for different purposes. For example, you might use different shades of blue to represent different regions, or use green for quotations.

 

Filtering by Flags

Once you've set up your flags, you can use these to filter your Sales Opportunities in the CRM. This allows you to quickly and easily locate information you need.

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Conclusion

Sales Opportunity Flags in BigChange provide a simple and effective way to add an additional level of detail to your sales opportunities and to filter information. By utilising these flags, you can streamline your sales process and ensure that you have the information you need at your fingertips.