All monitoring and necessary actions to close a deal are done in the ‘Opportunities’ tab. Opportunities can originate from two sources: manual insertion or internet leads.

To manually insert an opportunity, take the following steps:

Open the “Opportunities” tab and click “New opportunity”;

Select one of the following options “For sale” (opportunity to sell a property), “To rent” (opportunity to rent a property), “Listing ” (opportunity to list a property) or “Holiday rental”;

Depending on the type of opportunity, complete the form with all the necessary information . Start by filling in the information on “Who looks for the property”. Create or enter a contact as well as the origin/Sub origin;

Afterwards, insert information about the property (preferences). Describe the opportunity; enter the property location, the typology, price and areas.

Finally, click the “Save opportunity” button.

After completing these steps, other actions should be done to fully complete each opportunity, such as:

– Add notes, documents, visits or tasks;

– View associated contacts or visits to the property;

– Add proposals from potential customers;

– Associate ou discard properties to the opportunity;

– ‘Choose’ a property that has a higher probability of closing the deal;

During the marketing process, each opportunity should be classified as “HIGH” (high probability to sell/ rent / list the property) or “LOW” (low probability to sell/ rent / list the property), according to the probability of closing the deal.

After the opportunity has been monitored and closed, it should be classified as “WON” or “LOST”.