Before you start
First set up your engagement types and stages under Configure › Organization › Resources, see .
1. Create an engagement
Open Interact › Engagements and click New engagement. Choose the type, contact and stage, and enter the value and expected close.
What is an engagement?
A sales opportunity or a bigger request. Each engagement has a type and moves through stages, for example from request through offer to won or lost.
2. Upload several engagements
Under New engagement you can also upload a CSV file with several engagements. Only the Name column is required.
3. Track engagements
Change the stage as soon as something happens. With views and filters you see, for example, all open offers.
Frequently asked questions
Yes. Admins create them under Configure › Organization › Resources.
No. You create engagements yourself or upload them.