Note: Access to Opportunities depends on your subscription. Legacy Gallery accounts have access to Opportunities on Manager Pro Plus; new Gallery accounts must add a Sales Seat; and Artist accounts on legacy and new pricing have access on Artist Manager Pro Plus.
To upgrade your subscription, visit the Subscription page in Account Settings or contact support@artcloud.com with questions.
Quick Jump To Guide
What are Opportunities?
Opportunity Records
Opportunity Tracker
Opportunity Stages
What are Opportunities?
An Opportunity stores information about a potential sale. See the buyer, inventory, communications, notes, and tasks associated with a sale in one record.
Common uses include:
- Inbound sales tracking: ArtCloud automatically creates an Opportunity Record when a contact submits an inquiry or offer through the Marketplace, your website, or a Private View. Use the record to track the sales progress.
- Gallery team collaboration: Customize user permissions so all users in the account can see Opportunity Records, the stage each sale is in, and the communication history. Use this visibility to coordinate outreach and follow-ups.
- Sales proposals and negotiation: Add or remove inventory from an Opportunity to tailor the sale and send offers from the record to close the sale.
Opportunity Records
Opportunity Records house everything related to the potential sale. From the record, you and your team can:
- View the full activity history, including communications and sales progression.
- Send emails to the contact, with the option to use saved Email Templates.
- Create to-dos and notes.
- Export Tearsheets and Pricelists.
- Generate offers and invoices.
ArtCloud connects each Opportunity Record to the relevant Contact and Inventory Records, so everything stays connected. Read more here: Create and Edit an Opportunity.
Opportunity Tracker
The Opportunity Tracker is your sales dashboard: a central view of all open and closed sales, organized by stage. Track predicted revenue, monitor team activity, and move sales forward.
Search and filter by user, date, and location, and view Opportunity Records in either a list or pipeline view.
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List view: Browse Opportunity Records, filter by stage, and perform batch edits.
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Pipeline view: See Opportunity Records grouped by stage and drag them across the pipeline as sales progress.
Use the Actions dropdown to edit Opportunity stages or export opportunities.
Opportunity Stages
Opportunity stages define the steps in your sales process. Each Opportunity stage can have a closing probability, which ArtCloud uses to calculate a weighted pipeline value and revenue prediction. Edit Opportunity Stages in Account Settings >> Configuration >> Opportunities.
Add, remove, and rename the opportunity stages to match how you work. Read more here: Configure Opportunity Stages.