Add Opportunity

Overview

This process documents how to add new opportunity records in OwlXRM.

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Steps to Add New Opportunity

1. Access the OwlXRM application using the provided URL. Ensure the application is fully loaded before proceeding.

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2. Select Add Opportunity to begin creating a new opportunity record. In the new form that appears, input all required opportunity details:

3. Input the relevant information into the following fields:

• Opportunity Name: Provide a descriptive name for the opportunity (e.g., XYZ Corporation – Property Insurance Policy 2026).

• Client Name: Select the existing client associated with this opportunity.

• Opportunity Type: Choose the appropriate opportunity type (New Business, Renewal, Upsell, Cross-sell).

• Policy Type / Product Line: Select the relevant insurance product (e.g., General Liability, Health Insurance, Property Insurance, Auto Insurance).

• Stage: Select the current stage of the opportunity (Lead, Qualification, Proposal, Negotiation, Closed Won, Closed Lost).

• Estimated Premium / Deal Value: Enter the expected premium amount or total deal value.

• Probability (%): Enter the likelihood of closing the opportunity (0–100%).

• Expected Close Date: Enter or select the anticipated closing date.

• Source of Opportunity: Select how the opportunity was generated (e.g., Referral, Website, Agent, Campaign).

• Assigned Agent / Sales Representative: Select the user responsible for managing this opportunity.

• Notes / Description: Provide any additional details relevant to the opportunity.

• Tags: Assign relevant tags such as New Business, Renewal, High Priority, etc.

4. Click Save Opportunity to store the new opportunity information in OwlXRM.