Getting started with opportunities in Drum

Practise managing a demo opportunity in Drum. You’ll update its deal value and lead score, change a task and a deliverable status, and add a follow-up task with an owner and due date.

Time: About 10–15 minutes, once your demo data is ready.

If the demo opportunity, tasks or lead score are missing, open the support chat in Drum and ask the team to help prepare the demo data for this lesson. Complete that setup before continuing. Use demo data rather than an active client opportunity.

If you have already practised on this record, its values and statuses may differ from the screenshots. The steps below tell you which values to set. To repeat the lesson with fresh demo data, ask the Drum team for help resetting it.

In the left-hand navigation, click Opportunities.

You should see: The opportunities list. Find Drum Demo - First Sales Opportunity. Other opportunities may also appear.

Click Drum Demo - First Sales Opportunity.

You should see: The opportunity’s details on the left, deliverables and tasks in the centre, and navigation tabs along the top.

In the sidebar, find Deal Value. Click the current amount to edit it. Replace the value with 15000, then click the blue tick to save.

You should see: A deal value of 15,000.00, displayed in your account’s currency. The editing field closes when the change is saved.

In the sidebar, click the current Lead Score, which may read No Lead Score. Select Standard (33%) from the list and save using the tick.

You should see: Standard (33%) displayed as the lead score. You have now edited two sidebar fields: an amount and a selection from a list.

Find the Admin Quote Preparation deliverable. Count the task rows beneath its heading.

You should see: These seven tasks:

The deliverable heading is a separate row; do not include it in the count. If these tasks are missing, return to the setup guidance above.

Find Record all details. Click its status badge. If it already shows In Progress, first select Not Started so you can practise the change.

Open the task’s status list and select In Progress.

You should see: The task’s badge now reads In Progress. If the list does not open, click the status badge itself, rather than the task name.

Click the status badge beside the Admin Quote Preparation heading. If it already shows In Progress, first select Not Started.

Open the deliverable’s status list and select In Progress.

You should see: In Progress beside the deliverable heading. You have changed the status of one task and the status of the deliverable that contains it.

In Admin Quote Preparation, find the plus icon at the far right of the task column headings. Click it to add a task, then enter Confirm scope with client as the task name. Save the name using the tick.

You should see: A task named Confirm scope with client with a Not Started status. If you began with the seven tasks above, the deliverable now contains eight.

On the new task’s row, click Assigned and select yourself. Then click Due Date and select the date one week from today.

You should see: Your avatar in the Assigned column and the selected date in Due Date.

You have updated a demo opportunity and created an assigned follow-up task. You can now:

Continue with Create and price your first proposal in Drum to practise pricing a proposal on the same demo opportunity.