Who can use this feature?
- Global admins or users with advanced permissions
- Available on all plans
If your permissions allow, you may create opportunities using a form within Totango.
The process for adding opportunities in Totango is typically tightly enforced by your data admin; many businesses set rules for importing opportunities from their CRM system or other integration. Admins can enable permissions under User Management > Permissions > Application Permissions > Create New Opportunities.)
Create a new opportunity from My Portfolio
Start from the My Portfolio page to create a new ultimate parent or primary account.
- From the My Portfolio page, click the +Quick Actions bar > Add Opportunity.
- With the form, enter the following information:
- Account: Start typing to select an account to associate to the opportunity (optional).
- Opportunity ID: Automatically populated for you. Recommended that you do not change this.
- Totango Opportunity Name: We recommend that your team aligns on a consistent naming convention.
- Totango Opportunity Owner: The person responsible for driving this opportunity. Will be assigned any tasks by default.
- Totango Opportunity Value: The value of this opportunity. (Your admin can customize the currency / format.)
- Totango Opportunity Close Date: The anticipated date this opportunity will close.
- Totango Opportunity Stage: The status of this opportunity.
- Totango Opportunity Type: The type of opportunity.
- Enter other details on the form if visible. (Your admin can customize the attributes on this form.)
- Click Submit.
A new opportunity profile is created, where you can view and update more details.
Create a new opportunity from the account profile
Start from the account profile that you want to associate to the opportunity. (The Opportunities widget must be enabled.)
- From the account profile that you want to add the opportunity for, click New Opportunity.
- With the form, enter the required details. The Parent ID is automatically populated.
- Click Submit.
A new opportunity profile is created, where you can view and update more details.
FAQs
Question: How do I change the opportunity name after I create it?
Answer: Open the opportunity profile. From the All tab, locate the Totango Opportunity Name attribute. Click inside the attribute to edit, and click Save.
Question: I didn't associate an account to my opportunity when I created it, but now I want to. How do I do that?
Answer: Locate the account profile that you want to be the opportunity "parent." Make note of the account ID (this is often in the URL and visible when you search).
Then open the opportunity profile. From the All tab, click +Add Attribute. Locate the parent_id attribute. Enter the account ID in the parent_id field, and click Save. The opportunity will now be visible from within the parent account profile's Opportunities widget.