Opportunities

List of paragraphs:

• Opportunities list
• Creating new opportunity
• Reviewing opportunity
• Creating related entries
• Editing and deleting
• Converting opportunity to invoice or pre invoice
• Converting opportunity to purchase order
• Converting opportunity to contract
• Emails log
• Pipeline
• Opportunities import
• Automatic task after changing opportunity status

Module Opportunities if for managing your potential sales.

Opportunities list

To see Opportunities list, select module Opportunities:

To find a specific opportunity, use Search or filters:

Creating new opportunity

1

Go to the list, select New opportunity and fill in the details. Mandatory fields are marked *:

2

Select Save or Prepare proposal. If you selected prepare proposal, indicate Items that you would like to insert in proposal.

3

When you insert item, do not forget to press blue check mark.

4

Press Save.

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 task and press Save.

3

Task will appear both in opportunity card and in Tasks module.

4

To create a related task, also use this button:

Editing and deleting

Use Actions to edit opportunity:

Or edit opportunity while reviewing it: 

To delete opportunity, use Actions:

Converting opportunity to invoice or pre invoice

Opportunity can be converted to invoice or pre invoice.

1

Select if you want to convert opportunity to invoice or pre invoice:

2

Confirm details by pressing Save.

3

Invoice will be shown in opportunity profile and in module Invoices.

Converting opportunity to purchase order

Opportunity can be converted to purchase order: 

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

Press Save - new purchase order entry will be created.

Converting opportunity to contract

Opportunity can be converted to contract:

Such details as title, contact and contract value will be automatically filled. Fill the rest of the information and save:

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.

Pipeline

Analyse opportunities displayed in different stages by pressing Switch to pipeline: 

Use marked button to narrow down information about the opportunities:

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. Import is possible if using csv, xls, xlsx format files. In order to import opportunities, press this button:

Automatic task after changing opportunity status

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

1

Select Setup > Tasks > Tasks templates and enter new task template that will be related to an opportunity:

2

Then select Setup > Opportunities settings > Statuses. Indicate, which task from tasks templates list must create when opportunity is changed to this status:

3

When you change opportunity status, task will be created automatically.