How to Turn Incoming Messages into Opportunities and Track Leads in Chekkit

Chekkit makes it easy to turn new conversations into organized sales leads. Here’s how to convert a new message into an opportunity and track it in your Opportunities Dashboard.

Create an Opportunity from a New Message

1. When a New Message Comes In:

   You’ll see it appear in your Inbox on the left-hand side of the dashboard.

2. Open the Conversation:

3. Click into the conversation to view the message details.

   Click Plus under Pipeline in the conversation details:

   At the top of the contact details, click the Create Opportunity button (you’ll find it near the top right of the contact details). This will open the Opportunity creation window.

4. Fill in the Opportunity Details:
   • Opportunity Name
   • Contact info
   • Opportunity value, stage, and notes (optional but recommended)
   • Add any other relevant information to help you or your team track the lead
   • Click Create

Your lead is now added to your Opportunities Dashboard!

📊 Where to Find Your Leads: Opportunities Dashboard

Once saved, all opportunities are automatically organized in the Opportunities Pipeline:

• Access it by clicking Opportunities Pipeline from the left-hand menu under Home.
• Use filters to sort by status, date, assignee, or stage in your sales process.
• You’ll be able to view, edit, and track every lead’s progress from one centralized hub.

💡 Why This Matters

Using the Opportunity feature helps your team:

• Keep conversations and sales leads organized
• Track deal stages and conversion timelines
• Ensure no lead slips through the cracks