Accessing initiatives to create or link opportunities

You can create or link PSA opportunities directly from an initiative on a client's Roadmap.

1. Log in to Lifecycle Manager.
    
2. Navigate to the clients page by clicking Home > Clients in the top navigation bar.
   
    

1. Click the name of the client for whom you want to create an opportunity.
   
    
2. Click Roadmap from the left navigation bar to view the client’s initiatives.
   
    
3. Click an initiative to open the Initiative details modal.
   
    
4. Click Link PSA opportunity.
   

Choose an option below for further details on creating, or linking opportunities.
 

Creating PSA opportunities from an initiative
 

1. From the Link PSA opportunity dropdown, select + New opportunity
   
   
    

2. Enter the details for the new opportunity. 
   
   Fields may vary depending on your connected PSA. The screenshot below shows the details required for a Halo PSA integration:

   Name - Enter a name for the opportunity.   Contact - Enter the email address of a client contact to associate this opportunity with.   Assigned Agent - Enter the email address of the team member to associate this opportunity with.   Type - Select the opportunity type from the dropdown.   Status - Choose the opportunity status from the dropdown.   Description - Enter a description for the opportunity.   Estimated Close Date - Enter an estimated date for this opportunity to be completed by.

3. Click Save.

A message will let you know that the new opportunity is pending. Once the sync has completed, the connection will be finished and you will see the opportunity name and status in the upper right of the initiative:

• Click Unlink to stop the sync between this initiative and the opportunity.
• Click View Detail to open the opportunity in your PSA.

The Opportunity icon and status will also appear on the initiative tile when viewing the roadmap. Hover over the status to see the Opportunity name:


 

Linking an existing PSA opportunity to an initiative
 

1. Click Link Opportunity from the dropdown.
   
    
2. Use the search bar to filter the opportunities synced from your PSA, then click the radio button to select one. (Note that Opportunities can take up to 48 hours to sync from your PSA).
   
    
3. Click Link.
   
   
   
   The opportunity will show a Pending status until the sync completes
    
4. Click Save changes on the initiative screen to confirm the link.

A message will let you know that the link is pending. Once the sync has completed, the connection will be finished and you will see the opportunity name and status in the upper right of the initiative:

• Click Unlink to stop the sync between this initiative and the opportunity.
• Click View Detail to open the opportunity in your PSA.

The Opportunity icon and status will also appear on the initiative tile when viewing the roadmap. Hover over the status to see the opportunity name: