Managing the Header tab of an opportunity

The Header tab is used to access and modify the following information:

Field	Description
Prospect / Customer	The customer or prospect of the opportunity is specified when creating the opportunity (see Creating opportunities). Click on to open the customer or prospect record sheet in a new tab. Note Blocking rules can be defined from the customer record sheet in order to restrict creating and modifying objects on this customer. For more information, refer to Setting up blocking rules.
Customer site	The customer or prospect site is specified when creating the opportunity (see Creating opportunities). Click on to open Google Maps in a new tab.
Main contact	The main contact is specified when creating the opportunity (see Creating opportunities). A user with the DMF 160402 TOOLS CONTACTS NEW can directly create a contact from this empty field. To create a new contact, specify the last name then first name and click on on the right of the field. Reference For more information about creating a main contact, refer to Creating a main contact from an opportunity. When the main contact is specified, click on to open the contact record sheet in a new tab. This feature requires the DMF 160405 TOOLS CONTACTS SEARCH.
Code	The code is specified when creating the opportunity (see Creating opportunities).
Call name	The call name is specified when creating the opportunity (see Creating opportunities).
Amount	The amount is specified when creating the opportunity (see Creating opportunities).
Currency and Rate	The currency and rate are specified when creating the opportunity (see Creating opportunities).
No. Days	The number of days is specified when creating the opportunity (see Creating opportunities).
Expected signature date	The expected signature date is specified when creating the opportunity (see Creating opportunities).
Sales manager	The employee in charge of the opportunity is specified when creating the opportunity (see Creating opportunities).
Tags	The tags are specified when creating the opportunity (see Creating opportunities).
Description	The description is specified when creating the opportunity (see Creating opportunities).
Pipeline	The pipeline is specified when creating the opportunity (see Creating opportunities).
Stage	The stage is specified when creating the opportunity (see Creating opportunities). To modify the stage, click on and select the desired stage from the list. This feature requires the DMF 010202 PROSPECTING OPPORTUNITIES MODIFY. Depending on the required fields set up for stages, a window opens after selecting the stage in order to specify the fields required for the change of stage. Reference To define the required fields for each stage, refer to Defining required fields for opportunity stages.
Origin type	The origin type specified when creating the opportunity (see Creating opportunities).
Source	The source is specified when creating the opportunity (see Creating opportunities).

From the pane of the Header tab of an opportunity, The My quick accesses section allows you to add quick-access fields related to the opportunity's general information and custom data for faster access. From that section, a window can be opened to access all general information and custom data of the opportunity.

Fields in quick acces

Click on at the right of the My quick accesses section from the pane in order to set up the fields to display in quick access. Fields in quick access are specific to each user. From the setup window:

• On the left, the list displays fields and custom data available to be added in quick access.
• On the right, the list displays fields and custom data in quick access. Select a field from the list then drag and drop it to modify the order of the fields.

Drag and drop a field from one list to the other to add it in quick access or remove it from quick access. Click on the or icons to add or remove all fields at once.

Separators can be added in order to split quick accesses in separate sections. To add a separator, drag and drop the Title / Separator field from the left list to the desired location in the list on the right. A label can be specified in order to define a title for the separator. If the label is not specified, the separator will be displayed without a title.

Click on Apply to take into account the modifications.

Custom data

Click on at the right of My quick accesses section from the pane to display custom data of the object in a specific window. Depending on custom data setup, the window contains one or more tabs/sections/fields.

Modify the desired data then click on Validate.

General information

Click on at the right of My quick accesses section from the pane to display all general information of the object in a specific window.

Make necessary modifications and click on Validate.

The following information can be displayed and/or modified:

Field	Description
Label	Label of the opportunity.
End customer	End customer of the opportunity.
Probability and Weighted	Probability of a signature from the customer. The Weighted coef. is updated automatically based on the selected Probability. The coefficient is based on a scale of 0 to 1: 0 corresponding to an unlikely signature and 1 corresponding to a likely signature (see Weighting coefficients).
Strategic	Check this box to indicate that the opportunity presents a strategic interest.
Weighted amount	Weighted amount of the opportunity depending on the probability applied to the opportunity and its weighting percentage. This information is only for informational purposes.
Weighted number of days	Number of weighted days of the opportunity. This information is only for informational purposes.
Year	Year to link to the opportunity. The drop-down list displays set up years for the connection and ***** company (see Years).
Opening date	Opening date of the opportunity.
Start of production	Start of production date.
End of production	End of production date.
Entity, Department and Activity	Entity, department and activity to link to the opportunity. Drop-down lists display the entities, departments and activities set up for the connection and ***** company (see Entity, Department and Activity).
Project family	Project family to link to the opportunity. This field can automatically be specified if the Project sub-family field is specified and if there is a link between them, which means, if the Main project family is specified in its set up. The drop-down list display the project families set up for the connection and ***** company and for which the Project type matches the customer type or all types (see Project families).
Project sub-family	Project sub-family to link to the opportunity. When the Project family field is specified, only the project sub-families for which the Main project family field is specified with the project family selected or without project families are displayed. This field can automatically be specified if the Sub-family 2 field is specified and if there is a link between them, which means, if the Project sub-family is specified in its set up. The drop-down list display the project sub-families set up for the connection and ***** company and for which the Project type matches the customer type or all types (see Project sub-families).
Sub-family 2	Sub-family 2 to link to the opportunity. When the Project sub-family is specified, only the sub-families 2 for which the Project sub-family field is specified with the project sub-family selected or without any project sub-family are displayed. The drop-down list display the sub-families 2 set up for the connection and ***** company and for which the Project type matches the customer type or all types (see Project sub-families).
Production manager, Financial manager and Project manager	Production manager, financial manager and project manager to link to the opportunity. Drop-down lists display employees present at the company on today's date.

DMF	1001** OFFICE AUTOMATION WRITE WRITE 100107 OFFICE AUTOMATION WRITE NEW DOCUMENT (OR DRAG&DROP) or 100108 OFFICE AUTOMATION WRITE NEW DOCUMENT 100109 OFFICE AUTOMATION WRITE MODIFY DOCUMENT 100110 OFFICE AUTOMATION WRITE DELETE DOCUMENT

From the pane of the Header tab of an opportunity, the Linked documents section contains the documents linked to the opportunity, for example a report or a link to a help desk issue. Click on the name of the document to open its preview, or hover over the name of a document to display its details (creation date, last modification date, users who created and last modified the document, etc.).

To add a document:

• Click on the Add document / URL frame then select the document from the file browser.
• Drag and drop the document in the Add document / URL frame. This feature requires the DMF 100107 OFFICE AUTOMATION WRITE NEW DOCUMENT (OR DRAG&DROP).

Quick actions available from the Linked documents

When a document is added to a management object, the following features are available from on the right of the document:

From the Linked documents section, you can realize several actions:

• To download a document, click on then on Download. This action allows you to download the document on the computer. This option is only available if the document is not a hypertext link. The document can also be downloaded directly by clicking on the name of the document if it is not an image, a PDF or a hypertext link.
• To open a link, click on then on Open link. This action allows you to open a hypertext link in a new tab. This option is only available if the document is a hypertext link.
• To unlink a document, click on then on Unlink. This action allows you to remove the document. The document is no longer linked to the management object but the document's record sheet associated is kept in Akuiteo.
• To delete a document, click on then on Delete. The document record sheet associated is also deleted from Akuiteo.

Actions available from the Show details function

When a document is added to a management object, the Show details function is accessible under the list of documents linked to the quotation. The table which opens allows you to obtain more information on the document and the following actions are available in the Actions column:

• To visualize a document, click on . This action allows you to visualize a document before downloading it on the computer. This option is only available if the document is an image, a .txt file or a PDF document.
• To download a document, click on . This action allows you to download the document on the computer. This option is only available if the document is not a hypertext link. The document can also be downloaded directly by clicking on the name of the document if it is not an image, a PDF or a hypertext link.
• To open a link, click on ; This action allows you to open the URL in a new tab in the browser. This option is only available if the document is a hypertext link.
• To delete a document, click on then on Delete document. This action allows you to delete the document. The document record sheet associated is also deleted from Akuiteo.
• To lock or unlock a document, click on then on Lock/Unlock. This action allows you to lock or unlock a document. This option is only available if the document is not a hypertext link. When a document is locked, the icon is displayed on the document record sheet in the Desktop Application.
• To file a document, click on then on Filed under. This action allows you to specify one or several keywords linked to the document. From the documents search screen (Desktop Application > Tools > Documents), a user can specify the keywords in the Filed under field in order to easily find the relevant document.
• To archive or de-archive a document, click on then on Archive/De-archive. This action allows you to archive or de-archive the document.