1. From CRM module, click Opportunities. All Opportunities search screen will appear. 3 tabs will be available (All Opportunities, Pipeline Forecast, Win/Loss Analysis)
2. Click New toolbar button to create new opportunity. New Opportunity screen will appear.
*if user logged in is a Sales Person, direction should be default to Sale else it should be Purchase.
**required fields: Opportunity Name, Executive Update, Entity, Contact and Opportunity Status
***if Line of Business is Software, refer to image 2.2, if not refer to image 2.1
3. Select Direction (Sale / Purchase) and input data to fields
4. Click Save
5. To add data under Key Data tab, go to Key Data tab then input data and save
Here are the fields under Key Data tab:
7. To add data under Overview tab, go to Overview tab then input data and save. 8. To add an activity, click Activities tab. Click New Event, New Task, New Comment, Log Call or Email then proceed. Save the opportunity.
9. To add Attachments, click Attachments tab. Click Add Item button then select attachment to be added. Save the opportunity.
10. To add Quotes or Orders, click Quotes/Orders tab. Select quote/order number from Quote Number grid drop down. User can also create new quote or order, click Add Quote button then proceed. Save the opportunity.
11. To add Contracts, click Contract tab. Select contract number from Contract Number grid drop down. User can also create new contract, click Add Contract button then proceed. Save the opportunity.
12. To add Win/Loss details, click Win/Loss tab. Provide the details of the Win/Loss then save.
*text - denotes required field to create an opportunity