360º Customer Support - Creating an Opportunity from a Service Case

In the following step-by-step guide, you will learn how to create an opportunity directly from a support interaction in SAC 360º, allowing you to turn interactions into sales opportunities quickly and in an organized way.

This feature facilitates integration between the support and sales teams, ensuring that contacts with business potential are tracked within the CRM.

For standard users, it is necessary to enable this in the Permissions Group so they can access, view, and create Opportunities through SAC 360º

Important: Opportunity creation is available within the support interaction and can be performed at any time, according to the company's process needs.

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Accessing SAC 360º

Go to the SAC 360º through the menu:

Menu → General → SAC 360º

Or use the field Find Services (magnifying glass icon) and type SAC 360º to quickly locate the feature.

Creating an Opportunity

1. Open the desired support interaction.

2. Within the support interaction, click the option Create Opportunity.

3. Fill in the required information, such as:

• Opportunity name;

• Funnel/Pipeline;

• Stage;

• Owner;

• Value (when applicable);

• Other information configured by the company.

1. After filling in the data, click Save.

The opportunity will be created and automatically linked to the Lead and the originating support interaction, allowing the sales process to be tracked within the CRM.

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Benefits of creating opportunities through support

• Centralizes customer information in one place;

• Facilitates the transition between support and the sales team;

• Prevents loss of business opportunities;

• Allows tracking the progress of the deal through the CRM;

• Keeps a complete history of the interactions performed.

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Conclusion

Creating an opportunity directly through SAC 360º makes the sales process more agile and integrated, turning support interactions into potential business without the need for duplicate registrations.

This feature provides greater organization, traceability, and efficiency in tracking the opportunities generated by the team.

Tip: After creating the opportunity, you will be able to track it through the funnels and pipelines configured in the CRM.