Opportunities
v7.0 - Last Mod.: 11/28/2011
Manage your companies and calculate sales opportunities.
Note: To work here please log in as "Portal Master" or "Account Manager."
1. Opportunities
With opportunities you can calculate your sales opportunities per company and per month.
- Click the button Portal Manager to get to the administrative area.
- Then click Marketing & CRM > Companies.
- 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
Note: To create a new opportunity you have to choose a company first.
- In the navigation on the left, below the company name, click Opportunity.
- Click the tab Add.
- Enter in the field Name a name of the project (opportunity).
- Under Client select a corresponding client. If the company is not registered yet, you may add it.
- Choose a Category and a Next step.
- From the selection box Factor choose a factor of the probability.
- Choose your Company and the Owner of the opportunity.
- Choose a Color to mark the opportunity.
- Add some Notes if required.
- Under Values enter amounts for targent months of the opportunity
- Select a Currency for the opportunity.
- Click the button Save when ready.
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2. Opportunity Settings
- Click the button Portal Manager to get to the administrative area.
- Then click Marketing & CRM > Companies.
- In the navigation on the left, below Companies, click Opportunity Settings.
- Enter in the first field Next Step options, which can be selected in the area Next Step when adding an opportunity.
- Enter in the second field Categories options, which can be selected in the area Categories when adding an oppotunity.
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