How To Create An Opportunity

Follow the steps below to create a new opportunity in Chekkit’s CRM system. This allows you to track sales, leads, or client interactions efficiently.

Step 1: Log in to the Chekkit Dashboard

1. Open your web browser and go to https://dashboard.chekkit.io
2. Enter your login credentials
3. Click "Log In" to access your Chekkit workspace.

Tip: If you’ve forgotten your password, click “Forgot Password?” to reset it.

Step 2: Click 'Create' on the Left-Hand Side

1. Once inside the dashboard, look at the left-hand navigation menu.
2. Click on the “Create” button, marked with a plus icon (+ ).

Step 3: Select 'Opportunity'

1. A dropdown or popup will appear after clicking “Create.”
2. From the options, select “Opportunity.”
3. This will open a window to input opportunity details.

Step 4: Enter the Relevant Details

1. Fill out all required fields such as:
   • Customer/Client Name
   • Opportunity Name
   • Stage or Status (e.g., Draft, Won, Closed)
   • Assigned Team Member
   • Estimated Value
   • Notes or Description

Ensure the information is accurate to keep your pipeline organized and up to date.

Step 5: Click 'Save'

1. After filling in the opportunity details, click the “Save” button.
2. Your new opportunity will now appear in your pipeline or opportunity list.

You can always edit the opportunity later if any details change.

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Hopefully, this helps you get everything running, but if you have any difficulties or other questions please get in touch with us at support@chekkit.io!