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Opportunities List View Overview

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Chris
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Purpose: 

The purpose of this article is to provide information to Outreach Users regarding the Opportunity List View. 

Intended Audience: 

  • Outreach Users

Notes: 

  • Outreach recommends Users create an Opportunity in the CRM and sync it down to Outreach as Opportunity management platforms, such as Salesforce, have tools to define attributes such as deal close dates and amounts. For more information refer to the How To Sync Salesforce Opportunities in Outreach article. 
  • Prospects must be added to an Opportunity to view the activity and data tied to the Prospect record as it updates through an Opportunity. Outreach recommends adding Prospects to the Opportunity in the CRM and syncing content back to Outreach. For more information on adding Prospects to an Opportunity, refer to the Assign a Prospect to an Opportunity article. 

Opportunities List View Overview: 

Access Opportunities List View: 

  1. Access the Outreach Platform. 
  2. Click the Opportunities icon (dollar sign) in the navigation sidebar. 

OppOverview_01.gif

Alternatively, access Opportunities from the Prospect List View or the Accounts List View.

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Opportunities Stages: 

Opportunities Stages provides users with an at-a-glance view of how many opportunities are in a particular stage of a process. 

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Click a stage to access more detailed information. 

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Opportunities List View: 

The Opportunities List View page provides users with a list of opportunities within the organization. 

OppOverview_04.png

The Opportunities List View is separated into six columns as described in the table below: 

 

Column Description
Name Displays:
  • The Opportunity Name
  • Opportunity Close Date (if assigned)
  • Deal Amount (if assigned)
  • Number of Prospects - Hovering over the number of Prospects provides users with a quick glance of the associated Opportunity, Prospects, their title, and when they were last contacted.
    • Click the decorated Prospects link navigates users to the Opportunity's Prospects tab which lists Prospects associated with the Opportunity in more detail.
Note: Close dates and deal amounts are defined in the CRM when creating an Opportunity. For more information regarding close dates and deal amounts, refer to the applicable CRM support content.
Stage
  • The stage (i.e. Prospecting, Nurturing, Closed, etc.) associated with the Opportunity.
  • Click a stage in the column to sort and filter the current list view by the selected stage.
Emails
  • Hovering over the email bars displays the amount of outbound and inbound emails processed within the past 12 months.
  • Each bar represents a month and is color-coded to indicate engagement.
    • A grey bar indicates an engagement did not occur during the month.
    • A blue bar indicates an engagement occurred during the month.
    • When there is email activity with the account, the bars appear dark and light blue to illustrate the outbound to inbound email ratio.
    • Light blue is outbound and dark blue is inbound broken out by month.
Status Displays:
  • Meeting - Hovering over the calendar icon displays the date of the last and upcoming meetings, when either has been set. A blue calendar icon indicates an upcoming meeting has been scheduled. A gray icon indicates there are no upcoming meetings scheduled.
  • Tasks - Hovering over the tasks icon displays the number of due tasks associated with the Opportunity.
    • Click the task icon to navigate to the Opportunity's Task tab which lists open (not completed) tasks for Prospects associated with the Opportunity.
  • Sequence - The sequence icon tells you if the Opportunity is active in a sequence.
    • A blue paper plane indicates the Opportunity is associated with a sequence.
    • A gray icon indicates the Opportunity is not active in a sequence.
      • Click the blue paper plane icon to navigate to the Opportunity's Sequence tab which displays a list of sequences associated with the Opportunity in more detail.
  • CRM Sync - The cloud icon represents CRM synchronization (Salesforce or Dynamics). When the cloud icon is blue, the Opportunity is synced to the corresponding Opportunity in the CRM. A gray cloud indicates no sync has been created between Outreach and the CRM.
    • Click the blue cloud icon to navigate to the corresponding page in the CRM.
Next Steps Displays the next steps and is color coordinated to identify if information for next steps is available. If the paper icon is blue, the text has been added regarding next steps, if the icon is gray, information has not been added about next steps.
This field can be synced with Salesforce if users have inbound sync enabled. Outreach only recommends inbound sync at this time.
Note: The Opportunity modified date is based on when the Opportunity was last updated in any way, not based on when the next step was last updated.
Owner Displays the owner of the Opportunity. Click the owner's initials or avatar to display a list of opportunities owned by the user.
More Options (...) Provides users a dropdown menu to edit or delete the record.

The Opportunities List View is customizable, providing users the ability to sort, add filters, and save custom views for future reference. 

OppOverview_05.gif

For more information on customizing the Opportunities List View, refer to the How To Create a Custom List View article. 

Each Opportunity in the list displays information in-line pertinent to the health and success of the Opportunity. 

OppOverview_06.png

Hover over the Opportunity's content within each column to view additional information. 

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Some icons are clickable links navigating the user to additional details corresponding with the clicked feature. Refer to the previous table in this article for more information. 

Opportunity Profile Page: 

The Opportunity Profile page provides users with access to more detailed information regarding a specific Opportunity. 

Access a Specific Opportunity Profile: 

  1. From the Opportunities List View, click the applicable Opportunity Name to navigate to information specific to the Opportunity. 

OppOverview_09.gif

Opportunity Profile Panel: 

To the far right of the workspace, is the Opportunity Profile panel. The Opportunity Profile panel provides users with an at-a-glance overview of the Opportunity. 

OppOverview_11.gif

The panel provides the following information: 

  • Opportunity name
  • Close date if assigned
  • Associated amount
  • Number of Prospects associated with the Opportunity
  • Account the Opportunity is associated with
  • Opportunity Stage
  • Opportunity Owner
  • Opportunity Tags
  • Opportunity Type
  • Probability percent
  • CRM ID (if applicable)

Opportunity Tabs: 

Below the quick navigation links (Opportunities / "Opportunity name") is a bar with a series of tabs. 

OppOverview_12.png

Each tab provides users with additional information regarding the Opportunity. See the table below for more information. 

Tab Description
Activity Provides detailed information regarding the activity the Opportunity has processed. Click Filters to display a list of activities within specific parameters.
Prospects Lists all the Prospects associated with the Opportunity.
Sequences Displays the sequence states of all Prospects associated with the Opportunity.
Tasks Lists open (not completed) tasks for Prospects associated with the Opportunity.
Emails Displays emails delivered to Prospects associated with the Opportunity. 
Calls Displays a list of calls completed and logged with Prospects associated with the Opportunity.
Meetings Displays a list of meetings associated with the Opportunity. 

View/Edit Opportunity Detail: 

Note: Opportunities can be edited using Outreach Commit. All edits made will sync back to Salesforce.

Additional Resources: 

How To Associate Email Activities with Opportunities

How To Sync Salesforce Opportunities in Outreach

Assign a Prospect to an Opportunity

Opportunity Sync Set Up

Salesforce Opportunities

Create an opportunity from the Opportunities list (Sales Hub)

How To Create a Custom List View

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