Opportunities

DMF 0102** PROSPECTING OPPORTUNITIES *

Important

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

Opportunities are part of the pipelines. They indicates which prospect has been visited, the product the company wants to sold to them and the amount the company can earn with this transaction.

The opportunities management is available from the Sales Portal > Sales > Opportunities.

When an opportunity is opened, the header banner of the opportunity is displayed at the top of the screen.

It contains the main information of the opportunity and gives access to different tabs:

Item Description
Title line Displays the opportunity code and the call name of the opportunity.
Sub-title

Displays the customer code or the prospect code and the customer or prospect site.

When the user has the 010104 PROSPECTING PROSPECTS SEARCH or 020104 SALES CUSTOMER SEARCH DMF, a hyperlink is displayed on the customer or prospect name. When clicking on the hyperlink, the customer record sheet opens on the Sales Portal in a new tab.

Note

When the Portail ventes domaines > Fiche Client label feature flag is disabled, the customer or prospect record sheet is opened in the old CRM module.
Color indicators

Displays the 3 color indicators set up on the customer record sheet.

Reference

For more information about color codes, see Indicator 1 to Indicator 3.
Stage and status of the opportunity Displays the current stage and status of the opportunity: ongoing, aborted, lost, won or off target.
Onglets

Several tabs are available on the opportunity sheet, depending on the needs.

Click on the desired tab to display it.

Reference

For more information about the tabs on the opportunity, see Managing tabs.
Amount

Displays the amount of the opportunity in the company currency.

The Weighted amounts button allows you to display the amounts and days linked to opportunities in weighted or actual amounts.

From the opportunity, at the top right of the screen, click on:

  • to display weighted amounts.
  • to display actual amounts.

Several tabs are available to the left of the upper banner of the opportunity:

Tab Description
Header

Allows you to display header information and the left pane that contains the following information:

  • Quick accesses;
  • Linked documents.

Reference

For more information about managing the opportunity Header tab, refer to Managing the Header tab of an opportunity.
Lines

Allows you to display opportunities lines in a table.

Reference

For more information about the Lines tab of the opportunity, refer to Opportunity lines.
Activities

Allows you to display actions linked to the opportunity and all modifications made on the opportunity.

Reference

For more information about the Activities tab of the opportunity, refer to Managing the Activities tab of an opportunity.
Contact

Allows you to display contacts linked to the opportunity.

Reference

For more information about the Contacts tab of the opportunity, refer to Managing the Contacts tab of an opportunity.