Creating a Recurring opportunity
Opportunities are created from the Opportunity calendar, accessible by clicking on the 🗓️ icon in the side menu bar.
👉 Click on the Create opportunity button, then select the Recurring option.
If you want to know more about the difference between One-Shot and Recurring opportunities, this article should help.
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💡Tips: from the weekly view, you can also create your opportunities directly in the calendar from the One-Shot or Recurring sections.
Describing your opportunity
From the Description tab,
👉 You give your opportunity a name (mandatory).
👉 You define tags that will help you quickly identify your opportunity from the Opportunity calendar view (optional).
To find out more about tags, read this article.
👉 You define the opportunity type: Engagement or Purchase (mandatory).
To find out more about opportunity types, read this article.
👉 You select the opportunity goal to which your opportunity corresponds (mandatory).
To find out how to choose the most appropriate use case for your Recurring opportunity, please read this guide.
👉 Depending on the opportunity goal selected, you may need to add some Specificities (mandatory). These specificities will be used to define the customers who are eligible for the opportunity. For example, new customers registered less than 1 day ago for a Welcome opportunity.
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Once you have completed the opportunity name, type, goal and specificities, you can save a draft of your opportunity by clicking on the Save button in the bottom right-hand corner of the screen.
You can then complete your opportunity settings later by editing it from My Opportunities > Upcoming Opportunities.