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.

Header

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 views:

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.
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.
Views	The opportunity screen can be displayed under various views, according to the needs. Click on the desired view to display the opportunity in this view. Reference For more information about the views of the opportunity, see Managing views.
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.

Managing views

The opportunity screen can be displayed under various views, according to the needs.

Views are available on the left of the upper banner of the opportunity:

View	Description
Header	Allows you to display header information and the left pane that contains the following information: General information; Linked documents; Custom data. Reference For more information about managing the opportunity Header view, refer to Managing the Header view of an opportunity.
Lines	Allows you to display opportunities lines in a table. Reference For more information about the Lines view 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 view of the opportunity, refer to Managing the Activities view of an opportunity.
Contacts	Allows you to display contacts linked to the opportunity. Reference For more information about the Contacts view of the opportunity, refer to Managing the Contacts view of an opportunity.