Opportunities

List of paragraphs:

• Opportunities list
• Creating new opportunity
• Reviewing opportunity
• Creating related entries
• Editing and deleting
• Invoice item reservation
• Converting opportunity to invoice, pre invoice or contract
• Converting opportunity to purchase order
• Emails log
• Kanban
• Opportunities import
• Automatic task after changing opportunity status
• Opportunity stages duration

Module Opportunities if for managing your potential sales. Describe opportunity, specify price and status, create offers and send them to your customers right away. Follow your opportunities in Kanban.

Opportunities list

To see Opportunities list, select module  Opportunities:

To find a specific opportunity, use Search or filters:

Creating new opportunity

1. To create a new opportunity, select New record:

2. Fill in the information fields, such as opportunity process, status and title. Specify the related contact or lead and enter date and the planned opportunity value.

3. Add the selling items. When the item is selected, do not forget to click on the blue check mark to approve your selection.

4. Select the additional settings to adjust the price of opportunity or its display in the PDF document.

5. When information fields are filled, save changes to create new sales opportunity.

Reviewing opportunity

To review opportunity, open opportunities list and press on Number or Title. 

Opportunity description will appear: 

To export opportunity to a PDF file, use this button:

Creating related entries

1. To create a related entry, select review, then choose entry type, for example, Tasks, and select New Task.

2. Describe the new task and save.

3. The new task will be displayed under the opportunity as well as in the task module.

Editing and deleting

Use Actions to edit opportunity:

To edit or delete opportunity you can also use Actions button the opportunity overview window:

Invoice item reservation

The system allows you to reserve items when generating an opportunity. When selecting invoice items, specify the quantity and click on the button on the left Reserve.

Select the quantity for items reservation and click save.

Reservation will, be displayed in the invoice item's preview card.

Converting opportunity to invoice, pre invoice or contract

Opportunity can be converted to invoice or pre invoice.

1. Select the Actions buttons - Convert and choose whether you need to convert to estimate, invoice or contract.

2. You may also see if the opportunity has already been converted.

Converting opportunity to purchase order

Opportunity can be converted to Purchase order: 

A new window (or several windows if purchase order is meant for several suppliers) will open automatically with a form of purchase order. Supplier value comes from Invoice item form.

Click  Save - new purchase order entry will be created.

Emails log

If you send proposal from Hanna, you will see the original letter attached to an opportunity in Emails log:

The letter has an ID in it - if client replies to the letter, further communication will be shown in opportunity's emails log.

Kanban

Analyze opportunities displayed in different stages by pressing  Kanban. Select display Kanban and choose filters. Select this view to minimize visible information

The system will narrow down the tabs, leaving only the primary information on display.

Press on the opportunity to see its details. You can drag opportunity to a different stage.

Opportunities import

You can import opportunities to Opportunities module. Make sure to involve the mandatory information for imported opportunities: process, stage, related to, date, planned value. Import is possible if using csv, xls, xlsx format files. In order to import opportunities, press Actions button:

Here select the import icon.

Automatic task after changing opportunity status

After updating opportunity status, task related to it can be created automatically.

1. Go to Setup - Opportunities - Stages, click to edit the needed record and add the task template.

2. The task will be automatically created when you change the opportunity stage.
3. How to create task templates can be found here.

Opportunity stages duration

The duration of the stage can be selected in days or hours.

1. Select Setup - Opportunities - Stages.

2. Edit the stage, adjust its duration period and save changes.

3. When the number of days or hours exceeds the expected time, the Opportunities in Kanban table are displayed in red.