Step-by-Step Instructions
Opportunities in ReshapeX help you track potential deals, scope requirements, and collaborate with your team.1. Navigate to the Opportunities section
From the Dashboard, click on Opportunities in the left-hand menu.2. Create a new opportunity
Click + Create Opportunity and fill in the basic fields:- Name: e.g.
Test Opportunity 1 - Client: Select an existing company
- Value: e.g.
$100,000(estimated deal size) - Probability: e.g.
50%(likelihood of closing) - Status: Choose or customize (e.g.
In Progress,Out for Approval) - Closing Date: Pick a date on the calendar
3. Clone an existing opportunity (optional)
Use the Clone From option to prefill data from a similar opportunity — such asPackaging Line Automation. This pulls in:
- Linked client
- Requirements
- Attachments (photos, videos)
- Description
4. Add or edit requirements
Under Requirements, you can define specs such as:Max Payload: 50 kg- Environmental constraints
- Technical goals
5. Create the opportunity
Click Create to finalize and save your new opportunity.Cloning opportunities is a powerful way to standardize scoping while saving time — but you can also start from scratch if your use case is completely new.