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

When a New Message Comes In:
You’ll see it appear in your Inbox on the left-hand side of the dashboard.
Open the Conversation:
Click into the conversation to view the message details.
Click “Create Opportunity”:
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.
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 Dashboard:

Access it by clicking “Opportunities” from the left-hand menu.
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