How to Configure Opportunities

1️⃣ Access the Opportunity Settings

1. In the left navigation menu, click Miscellaneous.

2. Select Agency Customization.

3. Scroll to either Opportunity Stages or Opportunity Dispositions, depending on which you want to configure.

2️⃣ Add a New Opportunity Stage

Opportunity stages represent the sequential steps your agency uses to manage opportunities.

1. In the Opportunity Stages section, click Add New.

2. Enter the Stage Name (e.g., Lead Received, Quote Sent, Negotiation, Closed Won).

3. Click Save.

Tip: Arrange stages in the order they occur to ensure your pipeline flows logically.

3️⃣ Add a New Opportunity Disposition

Opportunity dispositions identify why an opportunity was closed—either won or lost.

1. In the Opportunity Dispositions section, click Add New.

2. Enter the Disposition Name (e.g., Won – Bound Policy, Lost – Price, Lost – Coverage Declined).

3. Click Save.

4️⃣ Edit or Delete

• Edit – Click the stage or disposition name to change it.

• Hide Stage – Hides it from the list without deleting. 

• View Opportunities – Shows filtered list of opportunities.

• Delete – Remove it from the list.

5️⃣ Using Opportunities

Once configured, your stages or dispositions will:

• Appear in the Opportunities tab on insured or prospect records.

• Be selectable when creating or updating opportunities.

• Feed into sales pipeline and conversion reports.

6️⃣ Best Practices

• Keep stage names action-oriented (e.g., Quote Sent instead of just Quote).

• Limit the number of stages to keep the pipeline manageable.

• Use dispositions consistently to track win/loss reasons for better reporting.

• Review and update stages or dispositions regularly to match your agency’s process.