Opportunities module settings

List of paragraphs:

• Processes
• Stages
• Conditions
• Text templates
• Other settings
• Opportunities management process automation
• Document templates

Find Opportunities settings in Setup -> Opportunities settings.

Processes

Indicate Process when creating opportunity:

1. To create new process, go to Setup - Opportunities - Processes - New record.

2. Fill the information fields and save.

2. You can also:

• select the default value - the value that will be automatically selected each time you create a new opportunity.
• control the activity of the records - if processes are not in use, just turn off its activity to keep it for future use.
• edit or delete - use options under the Actions column to either edit process values or delete them from the system.

Stages

Opportunity Status is indicated when creating a new opportunity:

1. To create new process, go to Setup - Opportunities - Stages - New record.

2. You can assign a stage to a process. Specify stage name, probability, duration, color, number in list. You can also assign task template to a stage - in this way, when Opportunity stage is changed to this stage, a task will be created automatically.

You may also select whether the opportunity should be converted into invoice, pre invoice, contract, order or project when opportunities stage is set to the new stage.

Conditions

You can apply conditions to your opportunities.

1. Go to Setup - Opportunities - Conditions - New record.

2. Here specify the condition name, select the colour and its order in the list, as well as the opportunity process. You may also select whether the condition should be set as default or mandatory.

3. You can also:

• select the default value - the value that will be automatically selected each time you create a new opportunity.
• control the activity of the records - if processes are not in use, just turn off its activity to keep it for future use.
• edit or delete - use options under the Actions column to either edit process values or delete them from the system.

Text templates

You can utilize text templates in the opportunity documents.

1. Go to Setup - Opportunities - Text Templates - New record.

2. Create a new template, fill in the name for the template and also text. You may use the formulas on the right side of the window.

3. Now you can use the templates when creating a new sales opportunity. The option to load the template can be found at the bottom of the page.

Other settings

Setup - Settings - Finance - Opportunities you will find more settings that allow to:

• Create opportunity number prefix;
• Set opportunities due day;
• Set Kanban preview settings;
• Set opportunities visibility for customers;
• Set items depiction in documents;
• Other additional settings.

Opportunities management process automation

In Hanna CRM system, you can automate Opportunities management process. With help of these settings, your process can look like this: A task is automatically created right after opportunity is created - after the task is done, opportunity's stage is automatically changed and next task is created automatically - process is repeated until the last stage.

Describe this process in Opportunities stages settings (Setup - Opportunities - Stages). Click edit and define what task template will be used after this stage is selected and what stage Opportunity will have after this task is completed.

Then choose another stage, enter the settings and define every stage needed for your process.

Document templates

When creating an opportunity, you can select the template to which you want the system to generate a PDF file.

1. Go to Setup - Opportunities - Document templates - New record.

2. Specify the template name and the language that is used. Upload the doc file with the template, you can use the suggested formulas in your file. When using formulas in the doc file, it is important to first write a dollar sign before the formula (e.g. ${client_company}).

3. Save the template.
4. Select the opportunity overview - Templates and pick the needed template file and the format (either PDF, DOCX or EML.

5. Select the option Use as main for the template to be generated each time new opportunity is created.