Upload an Opportunity
After you raised an Opportunity at a Company Meeting it needs to be uploaded on EXPA. Additionally your Hubspot Deal needs to be adjusted.
There are 5 tasks to sucessfully upload an opportunity.
In order to fill out the Opportunity profil on EXPA you HAVE TO USE the Beautification Guideline!
Create Organization on EXPA
Go to “Organizations” once the menus drops down select “Add an Organization”.
Fill in the data of the company.
Fill in the contact data and contact person of the company.
Once you have filled all the mandatory fields in you can save your organization by clicking “Save Organization”.
*We have a certain way of uploading our TNs on EXPA. Here you can find the (Beautification Guideline No HTML) without HTML. (Do not use the guideline with HTML Codes).
Create Opportunity on EXPA
Go to "Opportunities on the top Menu on EXPA.
Once the menu drops down, click on "Create an Opportunity".
Select your program - "iGT"
Fill in the information and all the required fields, always make sure you provide the accurate information.
You can already add some requirements to your opportunity. Once you have filled it out completely save it as a draft.
Matching Pipeline Hubspot
Set Opportunity from Draft to Open
The NST open your Opportunites from Draft to Open
Congratulations. Your Opportunity is know Open.
Happy Matching!