Doorbell opportunities keep all details related to potential new deals together in one place.
Check who’s involved, assign tasks and leave notes for your teammates.
Now everyone knows what to do next to win that great project.
Hover over the 
to explore specific areas.
Easy access to all opportunities
This list initially shows all active opportunities. Your company
might be working on a proposal or are waiting on a decision by the
client. The drop down menu allows you to switch to opportunities that you’ve won
or lost in the past. Tags are a tool you can use to
categorize and search through your various opportunities.
Priority and Status
Priorities allow you to rank opportunities by their ‘hotness’ factor.
The number of flames corresponds to the ‘hotness’ and pertinence of your
opportunity – lots of flames need lots of attention!
The status indicates whether an opportunity is active (or pending),
already closed (won or lost), or if it was cancelled.
Always know what’s up
The what’s up area allows you to add notes and tasks to an opportunity.
Tasks can be connected to specific people that are involved. For example,
you can create a task to call the Director of Communication regarding the opportunity of building
the client’s website. The task will be visible in the opportunities as
well as in the Director of Communication’s contact history.
Keep a history of each opportunity
Doorbell keeps a history of notes
and completed tasks relevant to your opportunity,
allowing you and your team to get instantly up to speed
on projects you haven’t worked on in a while.
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explaining this section
