Why use Opportunities?
Opportunities replaced QuickMail's old To-Dos.
It's a centralized place to keep track of all the opportunities created by prospects replying to your campaign, in any of your inboxes.
Unlike To-Dos, where multiple replies are in different threads, Opportunities allow you to view your entire conversation with a prospect in a single thread and send follow-ups anytime.
Here's an example of an Opportunity:
The Opportunities feature is a work in progress so there are more additions in the coming weeks.
To remove the need for forwarding emails to other members of the team, Opportunities allow you to assign them to any members of the team.
The ability to assign Opportunities also help the team focus only on the ones assigned to them since the opportunities page has tabs based on the assignment of opportunities.
By default, opportunities are assigned automatically to the owner of the inbox receiving the email. The owner of the inbox is the email address used to log in to QuickMail when the inbox was added.
To check it, go to the inbox's general settings and check the owner:
To assign them to other people, just go to the opportunity.
Then, click the dropdown by the thumbnail of the owner and it should show the list of all the team members added to your account.
Pick any team member to assign the opportunity to them.
In this case, the owner of this opportunity is Mariettest Morgana: You can also unassign an opportunity from everyone by clicking Unassign team member from the drop-down. Here's an example of what it looks like if an Opportunity is unassigned.
All opportunities assigned to you will be under the tab “Mine” so you can easily review and focus on the ones that need your attention.
The counter beside the tab "Mine" refers to all opportunities assigned to you, whether they are addressed or not.
The counter beside the "Opportunities" tab on the left sidebar menu refers to all opportunities assigned to you that need to be addressed.
All the opportunities that are still bold mean that they need to be replied to.
Note: Simply opening the opportunity will not unbold an opportunity.
To address an opportunity, click it from the opportunities list.
Then, click reply -> write your email body -> click send.
After replying to an opportunity, you will be redirected back to the list of opportunities assigned to you, where you can see that the opportunity you just replied to is no longer in bold.
If an opportunity doesn’t need your attention yet, you can snooze it so you can focus on the opportunities that needs to be replied to immediately.
To snooze an opportunity, click it from the list of opportunities.
Within the opportunity, click the clock icon.
Then, from the pop-up window, choose until when the opportunity must be snoozed.
You can choose tomorrow, next week, or pick a specific date and time.
Snoozed opportunities will not show on your list until the snooze ends or until the prospect sends another reply.
To access all your snoozed opportunities, just click the checkbox “View Snoozed.”
To unsnooze an opportunity, go to it and click "Unsnooze."