Opportunities Overview: A 101 Guide

Overview

The Opportunities tab in PXME is where you can view and manage all of your leads. Each opportunity shows where the lead currently sits in your pipeline, along with their contact information, history, and related actions. By using filters, exports, and opportunity cards, you can organize, track, and progress leads more effectively. PXME also supports importing, exporting, and advanced ownership settings, giving you full control over your pipeline management.

Part 1: Filtering Opportunities

You can filter opportunities by:

• Owner

• Status

• Campaign Type

• Last Stage Change

• Created On / Updated On

• Lead Value

• Opportunity Won On

• Opportunity Lost On

Additional filtering options include:

• Search: Find opportunities quickly by name.

• Pipeline selection: Narrow your view to specific pipelines.

• Sorting: Order opportunities by Date Added (ascending/descending).

• Advanced filtering: Apply multiple filters at once using “AND” or “OR” logic.

• Menu dots: Export opportunities or include additional info such as Tasks, Notes, Company Name, Calendar Events, Hide Tags, or Hide Assigned To.

Part 2: Adding an Opportunity

• Click the + Add Opportunity button at the top of the page.

• Fill in the opportunity details.

• Optionally, create a new contact directly when creating the opportunity.

Decoupling Contact & Opportunity Owners

PXME allows contacts and opportunities to have separate owners.

• Enable this setting: Go to Settings > Opportunities & Pipeline → Toggle Allow different owners for contacts and its opportunities to “On.”

• Default behavior: By default, the opportunity owner matches the contact owner, but this can be updated manually.

Subsettings:

• Update the contact follower when the opportunity owner changes.

• Update the opportunity follower when the contact owner changes.

⚠️ Important: Review automations after enabling this feature, as existing workflows may not automatically update opportunity owners.

Part 3: Exporting Opportunities

• Click the menu dots → Export.

• A CSV file will be downloaded with the current filters and included info.

Customization:

• Add/remove fields such as tasks, notes, company name, tags, and owner info.

• PXME remembers your previous export settings for convenience.

Part 4: Inside an Opportunity Card

Each opportunity card contains:

• Contact information: Name, email, phone, tags, and company.

• Opportunity details: Pipeline, stage, status, lead value, owner, and source.

• Metadata: Date created, source, and last stage change.

Additional Features:

• Hide empty fields: Toggle a cleaner card view.

• Appointments: Book or update directly from the card.

• Tasks & Notes: Add and track activities related to the opportunity.

• Custom Fields: Add or manage opportunity-specific fields.

• Additional Contacts: Associate multiple people with one opportunity.

Notes Management

• Add notes linked to opportunities, contacts, or both.

• Filter and search notes by date or keyword.

• See related notes from additional contacts.

Part 5: List View for Opportunities

• Switch from the board (kanban) view to List View for a tabular layout.

• Click the list view icon in the top-right of the Opportunities screen.

Customize your list:

• Sort by fields (name, value, date created, etc.).

• Choose and rearrange displayed columns.

• Resize columns for visibility.

• Export your customized list for reporting.

Benefits:

• Enhanced visibility – view more opportunities at once.

• Customization – tailor views to your workflow.

• Exportability – generate reports with your preferred setup.

Part 6: Importing Opportunities

If you’ve been tracking leads outside PXME, you can import them into your pipeline.

1. Navigate to Import: In Opportunities, click the three dots → Import.

2. Download the sample template and review required CSV structure.

3. Required fields: Opportunity ID, Name, Contact ID, Email, Phone, Pipeline ID, Stage ID, Lead Value, Source, Owner, Followers, Notes, Tags, Status, Lost Reason.

4. Upload CSV: Drag and drop your file.

5. Choose import option:

   • Create Opportunities

   • Create & Update Opportunities

   • Update Opportunities

6. Map fields: Some fields auto-map, others may need manual mapping.

7. Review & Import: Add tags if desired, start bulk import, and monitor progress in Bulk Actions.

⚠️ Error Handling: If errors occur, PXME will provide error messages with solutions (e.g., invalid emails).

FAQs – Opportunities

Q1: How can I filter opportunities in the Opportunities tab?
A: Use filters such as Owner, Status, Campaign Type, Date Created, and more. Combine filters with “AND” or “OR” for advanced results.

Q2: How do I add a new opportunity?
A: Click + Add Opportunity, enter the details, and create a contact if needed.

Q3: What is the purpose of decoupling contact and opportunity owners?
A: It allows different users to manage the same contact and opportunity separately, improving flexibility in ownership. Enable it under Settings > Opportunities & Pipeline.

Q4: How can I export opportunity data?
A: Click menu dots → Export. A CSV file is created with your selected filters and fields.

Q5: What can I do inside an opportunity card?
A: View contact and opportunity info, schedule appointments, add tasks/notes, manage custom fields, and link additional contacts.

Q6: Can I import opportunities from another system?
A: Yes. Use the Import option, download the sample CSV, prepare your file, and choose “Create Opportunities” or “Create & Update Opportunities.”