Eazybe

Opportunities represent potential deals or clients showing interest in your product. They help you to categorize clients based on the status of conversations, allowing you to prioritize the most important ones. ​ And do you know? You can create LeadSquared Opportunities directly via EazyBe WhatsApp extension.

Open the WhatsApp Chat of the LeadSquared lead you want to create an opportunity for.

Click on the Opportunity Section in the LeadSquared Mini-CRM view. This section is visible only if a lead has been created for that contact in LeadSquared.

Click on the Create Opportunity button to create a new Opportunity for that lead.

Fill in the necessary details about the opportunity.

Once all the details are filled, click on the Save button and your opportunity will be created.

To add more opportunities, simply click the Create Opportunity button again and follow the same steps. ​

1. Open the Lead's WhatsApp Chat
 Open the WhatsApp Chat of the LeadSquared lead you want to create an opportunity for.
 
2. Access the Opportunity Section
 Click on the Opportunity Section in the LeadSquared Mini-CRM view. This section is visible only if a lead has been created for that contact in LeadSquared.
 
3. Create Opportunity
 Click on the Create Opportunity button to create a new Opportunity for that lead.
 
 
 
 
4. Edit Opportunity Details
 Fill in the necessary details about the opportunity.
 
 
 
 
5. Save Opportunity Details
 Once all the details are filled, click on the Save button and your opportunity will be created.
 
 
 
 
6. Add More Opportunities
 To add more opportunities, simply click the Create Opportunity button again and follow the same steps. ​

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We hope this article has helped you better understand how EazyBe works! If you have any questions or need further assistance, feel free to reach out to us at <a href="https://app.intercom.com/" rel="nofollow noopener noreferrer" target="_blank">hey@eazybe.com</a>. We're happy to help!