Opportunities

From the Search Organisations & Contacts search field , fill in the first letters of the customer, the SIREN number or the opportunity. The opportunities matching the search criteria are updated directly so it is easy to find the desired opportunity.

From the Search by phone number or email address search field , fill in the first digits of a phone number or the first letters of an email address of the customer or the opportunity. The opportunities matching the search criteria are updated directly so it is easy to find the desired opportunity.

From the opportunity pipeline or the signature schedule, it is also possible to narrow down the opportunities displayed to easily find the desired one:

Field	Description
Pipeline	Select the pipeline from the drop-down list to display all the opportunities included in this pipeline. You can select a pipeline from the ***** company. However, you will only see opportunities from companies on which you are partitioned. From the signature schedule only, select All pipelines to display the opportunities from all the pipelines available to the connected user. In this case, the button for creating an opportunity is hidden. It is also possible to select a grouping of pipelines, that is to say a group of pipelines created from the same opportunity stages template. The pipelines from the same grouping will therefore have the same sales stages and the same structure, so it is possible to display the opportunities of all pipelines in the opportunity pipeline. The opportunities can be moved from one stage to another, as the stages are set up identically. However, it is not possible to create or modify opportunities since the pipeline could not be determined. Reference For more information about stages templates and opportunity pipelines, see Opportunity stages templates and Opportunity pipelines.
Sales person	Select an employee, a team or a department from the drop-down list to only display the opportunities linked to the selection. Me - your opportunities All - all existing opportunities My teammates - your opportunities and the opportunities of the employees that are managed by the same line manager as you My team (N-1) - opportunities of employees managed by you My team (N-1) + Me - your opportunities and opportunities from employees managed by you My team (N-n) - opportunities from employees for whom you are the N+1, N+2 or N+3 manager My team (N-n) + Me - your opportunities, and opportunities from employees for whom you are the N+1, N+2 or N+3 manager My department - your opportunities and your department's opportunities No sales person assigned - the opportunities that have not been assigned to a sales person yet Other employees - the opportunities of the selected employee
Sort by	Select how the opportunities are sorted from the drop-down list. Last update - opportunities are sorted by the last created action's date, in ascending or descending order Customer - opportunities are sorted by customer, in alphabetical or reversed order Amount - opportunities are sorted by estimated amounts, in ascending or descending order Sales person - opportunities are sorted by sales person, in alphabetical or reversed order

To delete the filters applied, click Filter then Remove filters.

The Opportunities menu displays opportunity cards in a Kanban board or in a calendar. From this menu, opportunities can be moved from one stage to another but their content cannot be modified.

To modify an opportunity, you must open its record sheet:

• Click on the opportunity's name in the opportunity pipeline or the signature schedule from the Opportunities menu.
• In the associated customer or prospect record sheet, click on the Opportunities tab then click on the desired opportunity's name.

The information related to the opportunity is displayed in the left column. Modify the necessary values then click Save in the bottom banner.

The Amounts tab is used to make an estimate of the amounts linked to an opportunity. For example, if the opportunity is associated with a prospect, the amount of the quotation that will be sent to the prospect can be estimated. The amounts can be more detailed by estimating the amounts for training, maintenance or the help desk.

There are two levels of estimated amounts: an overview of the amounts and detailed estimated amounts. These two levels cannot be combined, meaning the opportunity either has the overview or the detailed amounts.

Estimated amounts are for informational purposes only and cannot be used in other modules.

Overview of estimated amounts

This estimated amount can be modified at any time: you can modify the values directly and save any changes made.

Detailed estimated amounts

Field	Description
Type	Select the type from the drop-down list. These are opportunities sales types, set up from the Desktop Application. The following fields depend on the selected sales type. There are three different options in the sales type setup: Number of days and/or Amount Quantity * U.P. Quantity * U.P. and possible recurrence
Title	Give a name to the line.
Quantity	Depending on the sales type, fill in the quantity.
Unit price	Depending on the sales type, fill in the unit price associated with the quantity. The currency is added in brackets in the field's name. To modify the currency, click on it in the TOTAL line, select a new currency from the drop-down list then click Validate.
No. of days	Depending on the sales type, fill in the number of days.
Amount	Depending on the sales type, fill in the amount The currency is added in brackets in the field's name. To modify the currency, click on it in the TOTAL line, select a new currency from the drop-down list then click Validate.
Recurrence	Depending on the sales type, fill in the recurrence: Select the type of recurrence (every year, every quarter, and so on). Fill in the recurrence's duration (for X months).
Custom data	The first four custom data set up for the opportunity lines are displayed for each line of estimated amount. Fill in the custom data depending on your needs.

To add additional lines, click on Add line at the bottom of the table.

To duplicate a line, click on on the left of the desired line. A new line is created with the information of the source line.

To delete a line, click on on the left of the desired line then confirm the deletion.

Adding actions

Actions can be added to an opportunity:

• From the Opportunities menu by clicking on the icon on the top right of an opportunity's card. If an action is already scheduled, click New action. If there is no scheduled actions, the creation window opens directly.
• From the Actions tab of an opportunity record sheet, using the first frame in the left column to add actions.
• From an opportunity record sheet by clicking on on the screen's right.

Adding documents

Documents can be added to an opportunity from an opportunity record sheet:

• By clicking on on the screen's right.
• From the Documents tab by clicking on the Upload document frame.
• By dragging and dropping the document in the Add document frame.

The documents added to an opportunity are displayed in the opportunity's Documents tab. When a document is associated with an opportunity, this document is created on the opportunity's company.

To open a document, click on it to download it.

To remove a document, click on then Delete.

Linking contacts

To open a contact record sheet, click on the desired contact's name or click on then Show details.

To remove a contact, click on then Delete link.

From the opportunity pipeline, select the desired opportunity card then drag and drop it in the Delete frame that appears on the bottom right of the screen. Confirm the deletion.

From the opportunity record sheet, click on Actions in the header, then click Delete and confirm the deletion.

An opportunity pipeline contains different sales stages to manage the progress of each opportunity depending on the sales team's specific processes. When an opportunity is created, it is added to the stage entered when creating the opportunity, or in the first stage if it was not entered. Over time, the opportunity will move from stage to stage.

The criteria that must be met to consider an opportunity as won can be very different from one company to another. For example, a company can consider an opportunity as won when the prospect or the customer has given a verbal agreement, whereas another company might wait until the contract is signed. However, the process to mark opportunities as won is the same.

An opportunity can be considered as lost when a prospect or a customer does not agree with the contract, does not sign the quotation, and so on. As for winning opportunities, the criteria for losing opportunities can be very different from one company to another. However, the process is the same.

To save time when creating an opportunity that is similar to a won or lost opportunity, it is possible to reuse won or lost opportunities.