Opportunity

Opportunity screen helps you to capture opportunity details. This screen also allows you to modify the opportunity details.

To register an opportunity:

1. On Sales CRM menu, click Opportunity.

2. Enter the Customer #, External ID, or Device #. You can also click icon to browse for a customer.

3. Select the New check box against the Opportunity Name to capture new opportunity details. This check box is selected, by default

4. Enter the Opportunity Name.

5. In Opportunity Details panel, select Sales Person and Type from their respective drop-down list.

6. In the Amount text box, enter the forecast amount to commit to the amount of sales that the sales person will close by the end of expected close date.

7. In Expected Close Date, enter the date when the opportunity is expected to close.

8. In Sales Stage drop-down, select the current sales stage of the opportunity as follows:

• New: Indicate the opportunity with the prospect is new and need to be qualified by a sales representative.

• Dead: Indicates the opportunity has stalled indefinitely or is dead.

• Deferred: Indicates the opportunity is interested in sale, but due to other priorities, or may just need more time to consider interest/intent.

• InProgress: The sales representative has reached out to the opportunity but not qualified.

• Lost: The sales representative has lost this opportunity.

• Won: The sales representative has won this opportunity.

9. In the Lead Source drop-down list, select the lead source on opportunity.

10. In the Next Step text box, enter the description of next task in closing opportunity.

11. Enter a percentage rate in Probability (%) field. This is the probability (%) of the closing the deal for the selected sales stage.

12. In the Main Competitor field, enter the other competitors for an opportunity.

13. Select Is Parent-Child Opportunity check box to associate parent customer products to child customers

Note: 'Is Parent-Child Opportunity' check box is visible only if the profile option 'Enable Parent-Child Opportunity' value is set to Yes.

14. You can define flex attribute in Opportunity Details section. This flex attribute is defined through Flex Table Attributes screen

(Navigation: SettingsàConfigurationsàConfigurations & SettingsàFlex table attributes)

15. In Notes panel, enter the information related to opportunity, if any.

16. Click Save button to save the opportunity details.

To modify the opportunity details:

1. On System Administration module, click Opportunity.

2. Clear the New check box and enter the Opportunity Name whose details are to be modified. Else, click icon to search for the existing opportunity names.

3. The details are displayed in their respective fields. It also displays quotes and opportunity history details in Quotes and Opportunity Stage History section.

4. Modify the required opportunity details and click Save to save the modified details.

Note: The fields marked with * are mandatory.