Create an opportunity from an enquiry email, or enter the details manually when an enquiry comes by phone or in person.
Before you begin
You need access to Opportunities in Drum.
Have the enquiry email or the company name and details of the potential work ready.
Already have an opportunity or project for this enquiry? Use the Email Capture Inbox to add the email to the existing record. The Sales Inbox creates a new opportunity.
Create an opportunity by email
Open Opportunities in Drum and select Copy Sales Inbox Email.
In your email app, forward the enquiry to the copied address. You can forward a single email or an email thread. You can also include the Sales Inbox address in the Cc field when sending an enquiry email.
If needed, add details or instructions to the email body, such as the estimated value of the work.
Send the email and wait for Drum's confirmation reply.
Open the opportunity using the link in the reply.
Review the details Drum has filled in, including the name, company, description and any estimated values. Correct anything that is missing or inaccurate.
Check the result: The new opportunity is available in Drum with details from the email, ready for you to manage.
Create an opportunity manually
Open Opportunities and select Add Opportunity.
In Company, search for and select an existing company. If it is a new company, enter its trading name. Check the message below the field to confirm whether Drum will use an existing company or create a new one.
Enter a clear Name for the opportunity and review Opportunity Stage. Both are required, along with the company. Keep the selected stage if it matches where the enquiry is in your sales process.
Review any selected Templates and the enquiry, due and target dates. Add a Description, staff assignments or other details as needed.
If you have an estimate, enter the Deal Value and review Lead Score, Revenue Structure, Estimated Start Date and Estimated End Date. These details support your revenue forecast. Use Revenue Structure to indicate whether you expect monthly revenue or payment on delivery.
Check any contacts and addresses linked to the company, then select Create Opportunity.
Check the result: Open the new opportunity and confirm its company, name, stage and any estimated values. You can review and update its details as the enquiry progresses.
Troubleshooting
Can't create the opportunity? Check that a company, name and opportunity stage are set, and complete any fields highlighted by the form.
No email confirmation? Check that you used the address copied from Copy Sales Inbox Email and look for the opportunity in Drum before resending, to avoid creating a duplicate. Contact Drum support through the chat bubble if it is still missing.
Related guide
How to add an email to an existing opportunity or project — file follow-up correspondence against the record you have created.