Opportunities

• 1. Opportunities
• 1. Opportunity Settings

v7.0 - Last Mod.: 11/28/2011

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Manage your companies and calculate sales opportunities.

1. Opportunities

With opportunities you can calculate your sales opportunities per company and per month.

1. Click the button Portal Manager to get to the administrative area.
2. Then click Marketing & CRM > Companies.
3. In the navigation on the left, below Companies, click Opportunities.

All entered opportunities are listed in a table, with corresponding parameters chosen:
Account name, Potential, Factor, Value, Target month, Status, Next step.
By clicking on the Actions button you can view the corresponding company (Show company), Edit or Delete an opportunity.

Tab Add

2. In the navigation on the left, below the company name, click Opportunity.
3. Click the tab Add.
4. Enter in the field Name a name of the project (opportunity).
5. Under Client select a corresponding client. If the company is not registered yet, you may add it.
6. Choose a Category and a Next step.
7. From the selection box Factor choose a factor of the probability.
8. Choose your Company and the Owner of the opportunity.
9. Choose a Color to mark the opportunity.
10. Add some Notes if required.
11. Under Values enter amounts for targent months of the opportunity
12. Select a Currency for the opportunity.
13. Click the button Save when ready.

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2. Opportunity Settings

1. Click the button Portal Manager to get to the administrative area.
2. Then click Marketing & CRM > Companies.
3. In the navigation on the left, below Companies, click Opportunity Settings.
4. Enter in the first field Next Step options, which can be selected in the area Next Step when adding an opportunity.
5. Enter in the second field Categories options, which can be selected in the area Categories when adding an oppotunity.

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