How to Create a Commercial Sales Opportunity in Pest AI

Learn how to efficiently add a new commercial sales lead into your system. This guide walks you through inputting contact information, assigning sales representatives, and setting essential deal details to keep your pipeline organized.

Open Opportunities #

1. Click Opportunities

• Open the Opportunities page

• Open the Commercial Sales pipeline

Create Opportunity #

• Click Add opportunity

• Enter Jordan Belfort as the primary contact

• Select Jordan Belfort (Create new contact)

• Enter jordan@fakestratonoakmont.com, 225-225-2222, and Straton Oakmont Rat Problem in the contact and opportunity fields

• Select Commercial Sales

• Click the Value field

1. Type “5000”
2. Set the Owner search text to taylo

1. Select Taylor Clark

1. Set the Followers search text to richar

1. Select Richard Kelly

1. Enter Straton Oakmont as the business name and Door knocking as the source

1. Set the Expected Close Date to August 31, 2026

1. Click Create

1. Open the created opportunity

Update Contact Details #

1. Expand Additional Info

• Set the Property Type field to Commercial

• Click Save