You Must Track The Sales You Win in Order to Measure ROI

This is the main thing you need to do - go into your opportunities in your sales pipeline, and set the opportunity value and then status to "won".

By setting the opportunity value, and then the status to "won", you are ringing the cash register, and we can track your advertising profitability.

Tracking Opportunities Measures Marketing Effectiveness

If you don't track your opportunities, you're going to be lost.

3 Easy Steps to Track Sales in the Opportunities Pipeline

Your forms, campaigns and leads flow into our App.Feedbackwrench.com - which is our White Labeled "Go High Level" CRM.

When the lead comes in, we create what's called an opportunity.

If you head into opportunities, and then close out the opportunity as either

Here's how to do the most fundamental activity in our CRM of adding contact & tracking sales.

When you mark an opportunity status as "won", it will then t

Step 1: Go to Opportunities & Sales Pipeline

There's a difference between a contact and an opportunity.

An opportunity will be connected to a contact, and the opportunity is what tracks the sale.

Opportunities are essentially "Sales Opportunities".

Feedbackwrench usually creates automations that will automatically create an opportunity for the contacts that come in through an advertisement or a form.

Facebook Instant Forms = we automatically create an opportunity for the contact

Website Form Fill = we automatically create opportunities

Otherwise, you might need to create your own opportunity for a contact when you see a deal come in.

Your Lead Flow Might Look Like:

1. Contact Comes in or your create a contact
2. Opportunities represent the sale
3. Update the Opportunity Value to the size of the sale
4. Then update the Opportunity Status to close it as won, lost, abandoned etc.
5. The opportunity value of every opportunity with a status as "won", will be counted as revenue in reports and dashboard.

Step 2: Update the Opportunity Value to the Sale Amount or Potential Sale

Click on the card representing the opportunity, and on the right towards the bottom, you'll see "Opportunity Value"

When you update the opportunity value, this is the size of the sale or revenue which will be reported.

Add in the opportunity value before changing the status to either won or lost.

Step 3: Update the Opportunity Status When it's Won, Lost or Abandonded

Once you've closed a sale, and you know the outcome of the opportunity, you should update the Opportunity Status, in order to close out the opportunity.

If they ghost you, set the opportunity value to abandonded, if they say no, set to lost.

If they close with you, set the opportunity value to won!

The Opportunities set to the status of "won" will show up in reporting.

Setting the status is what attributes the revenue to an advertisement or campaign, and it's vital to building a more profitable and scalable business.

If you cannot find an opportunity utilize the search bar to look up the persons or businesses name, and if they do not show up go ahead and manually add the opportunity.

When adding a opportunity, make sure to fill out the Contact details, and the Opportunity details.

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