Managing a sales opportunity

The prospect is created. You can now define the products to be sold.

Creating a sales opportunity
1 Open an opportunity record sheet, either from:
  1. Management > Sales > Opportunities > .
  2. An Event record sheet linked to your prospect (e.g.: a phone call). Go to Edit > New management object > New opportunity. Some fields are pre-filled.
2 Under the Header tab, in General information, enter the following information:
  • Opportunity's code and call name.
  • Name and code of the customer/prospect, and customer site if necessary.
  • Source type: the third party who initiated the opportunity or the type of action (e.g. marketing campaign, phone call, employee).
  • Source: the name of the third party or action that initiated the opportunity.
  • Opportunity's stage and date (e.g.: to be qualified).
3 In the Calendar section, enter the important dates such as the opportunity's open date (mandatory), expected signature date, production start and end dates and the signature probability in due date.
4 In the Classification section, enter the information about the project to be linked to the opportunity, such as the entity to which the offer is linked, the business sector, and the project's family and sub-family codes.
5 In the Tags section, click on , then double-click on the tag of your choice in the list, to associate it with the opportunity. You can add as many tags as necessary. Tags make it possible to search for and filter issues with multiple criteria that can be customized to your needs. Tags are set up from the menu General setup > Cross-cutting > Tags.
6 In the Lines section, click on , then specify the products' lines to be sold:
  • Sale type and name of the product to be sold.
  • Expected quantities to be sold.
  • Amounts and margins. The weighted amount is calculated based on the opportunity's probability level.
  • Duration in months.
7 Under the Managers section, enter the name of the various managers associated with the opportunity.
8 Save.

Once data are saved, the Contact tab is displayed. Under this tab, you can make necessary modification and link a person (customer's contact or employee) to the opportunity.

Linking a person to the opportunity
1 Click on the Contact tab, then on .
2 Click on the arrow beside and select Customer contacts or Resources (Employees and Subcontractors).
3 In the screen that displays, select the relevant person and validate. The contact or employee is displayed in the table.
4 If you want to delete a person from the line, select the person and click on .
Modifying the opportunity

From Edit, you can:

  • Duplicate the opportunity: enables you to create a new opportunity's record sheet based on the content in the opened record sheet.
  • Modify: enables you to modify the content in the opportunity's record sheet.
  • Delete: enables you to delete the opportunity.
  • Print the opportunity: enables you to print an opportunity after selecting a template in a list of templates.
  • Send the opportunity by email.
Generating management objects from the opportunity

From Edit > Dashboard, you can:

  • search for all the projects linked to the opened opportunity's record sheet.

From Edit > New management object, you can create:

  • a New project: the information about the prospect that became a customer is pre-filled. The projected amount of the Line tab is retrieved in the Budget field of the project's record sheet.
  • a New quotation: the customer information is pre-filled.