Difference between revisions of "Opportunities"
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#;Opportunity Name:Descriptive name of the Opportunity | #;Opportunity Name:Descriptive name of the Opportunity | ||
Revision as of 21:38, 29 June 2011
- An opportunity is a product or service that has the potential for providing sales and revenue. You can track each of these opportunities quickly and easily through the Opportunities tab.
How it Works
- Track the progress associated with an opportunity from the time it opens (and is discussed with contacts) to the time it closes, either as a won or lost sale
- Create an opportunity after you have identified a prospect, converted it to an account, and have developed contacts (from either the prospect or account)
The opportunity can evolve into a proposal and, potentially, a contract.
Add an Opportunity
Multiple opportunities can be open within one account or prospect, based on different items you expect to sell. You can add a new opportunity from an Account, or from the Opportunities tab.
Before you create an opportunity, you must have Products available to include in the proposal and contract. You may want to have Price Books available for this opportunity as well.
To Add an Opportunity:
- Click the [New Record] button
- Complete the required fields. Note that some fields may be automatically populated, depending on the information available.
- Opportunity Name
- Descriptive name of the Opportunity
- Related To
- Choose either Account or Prospect
- Enter the name associated with the Account or Prospect, and click the Lookup button to select which one it is related to.
- Primary Contact
- Name of the Primary Contact. The default selection in the Lookup window is the Primary Contact name that appears in the record for this prospect or account.
- Close Date
- Expected closing date (when the sale is made)
- Prospect Source
- How you received the information. Choose from available options: Advertisement, Cold Call, Direct Mail, Employee Referral, External Referral, Partner, Public Relations, Seminar, Trade Show, Web, Word of Mouth, Other. These options can be changed by the System Administrator. Learn More: Available Permission Rights
- Stage
- Choose the Stage in the sales process. For example: Prospecting, Qualification, Proposal, Negotiation, Closed Won, Closed Lost. These options can be changed by the System Administrator. Learn More: Available Permission Rights
- When you select the Stage, the Probability that this will result in sales revenue appears automatically. See Forecast for more information.
- Probability
- Likelihood that a sale will be made Probability
- Amount
- Value in local currency of the opportunity
- Description
- Describe the nature of the opportunity
- Select a Prospect Source and enter a Description, if desired.
- Click the Save button.
- The detail page for the new opportunity appears in the Opportunities tab. The new opportunity and contact names are also added to the record for this account or prospect under Related Information.
See Also
- Products
- Price Books
- Show Opportunity in Log Activity, configured via Teams