Opportunities

List of paragraphs:

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
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 click  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:

To edit or delete opportunity you can also use:

Converting opportunity to invoice, pre invoice or contract

Opportunity can be converted to invoice or pre invoice.

1
Select Actions > Convert Pre Invoice,  Convert Invoice or Contract

2
Invoice will be shown in opportunity profile and in module Invoices.

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

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

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, task related to it can be created automatically.

1
Select Setup > Tasks > Tasks templates and create a new task template:

2
Then select Setup > Opportunities settings > Stages. Indicate, which task from tasks templates list must be created after opportunity is changed to this status:

3
When you change opportunity status, task will be created automatically.

Opportunity stages duration

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

1
Select Setup > Opportunities settings > Stages.

2

Select New status > Duration select the stage period:

3
Select New opportunity > Stage to select newly created stage:
4
When the number of days or hours exceeds the expected time, the Opportunities in Kanban table are displayed in red:


Stage and Process settings are available here.

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