Creating an object from a customer or prospect

From the CRM module > Customers, a quotation or an opportunity can be created directly from a customer or prospect record sheet.

DMF 010201 PROSPECTING OPPORTUNITY NEW

Important

This feature requires the feature flag Portail ventes Domain > Opportunités Label.

1 From the customer or prospect record sheet, click on > Create opportunity.

The object creation screen opens in a new tab. The Prospect / Customer field is automatically specified with the relevant customer or prospect.

2 Specify the creation form.

Reference

For more information about the creation form fields, refer to Creating opportunities.

3 Click on Validate.

The screen displays the Header view or the quotation in creation.

4 If needed, specify other information on the opportunity record sheet: lines, header, activities, contacts, etc.
5 Click on Save.

Depending on the required fields set up for stages, a window opens displaying the fields that must be specified for the selected stage.

Reference

To define the required fields for each stage, refer to Defining required fields for opportunity stages.

6 Specify the fields required for the selected stage. If the opportunity goes through multiple stages at once, the required fields specific to each stage are gathered in the window.
7 Click on Save.

The opportunity is created.

DMF 020201 SALES QUOTATIONS NEW

Important

This feature requires the feature flag Portail ventes Domain > Devis Label.

1 From the customer or prospect record sheet, click on > Create quotation.

The quotation creation screen opens in a new tab. The Customer field is automatically specified with the relevant customer or prospect.

2 Specify the creation form.

Reference

For more information about the creation form fields, refer to From the beginning.

3 Click on Validate.

The screen displays the Header view or the quotation in creation.

4 Add one or more lines to the quotation (see Adding lines).
5 If needed, specify the additional information (see Managing the Header view of a quotation).
6 Save the quotation.

The quotation is created. At the top of the screen, the quotation is in the Draft state.