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Transaction Documents Fields Help
... Transaction Documents Fields Help Accounting Period (Applies to Invoices , Credit Notes and Contracts only.) This is used to ...
Converting Leads
... Converting Leads Leads usually consist of information about a Person (or people), an Organisation and, potentially, a sales Opportunity . Only ...
Opportunity Relationships
... Opportunity Relationships Understanding who all the stakeholders are in relation to an Opportunity can assist you in building a sales plan, which identi ...
Displaying & Adding Opportunities
... Displaying & Adding Opportunities Clicking on Start > Sales > Opportunities displays the Opportunities Landi ...
Products
... Products Workbooks can be used to store information on the goods and services that you sell or buy. Using the Products functionality is optional a ...
Introduction to Leads
... Introduction to Leads Leads in Workbooks are used to record details of a person and/or organisation who you have not yet qualified as being a 'real' pro ...
Opportunity Line Items
... Opportunity Line Items Line Items in your Opportunity are used to record the products and/or services that your prospective customer may be interest ...
Introduction to Opportunities
... Introduction to Opportunities A sales Opportunity is a potential or pending sale. Workbooks helps you to record your Opportunities which enables you ...
Template Opportunity
Is it possible to template a series of line items so that they can be easily added as a repeatable block to opportunities? It can be time-consuming adding multiple line items to opportunities. An approach ...
Can I link opportunities to contracts?
Can I link opportunities to contracts? Yes. Add the Opportunity as Yes. Add the Opportunity as a Related Item - Open the Contract record > select the Related Items tab > click Add Related Item > search for the Opportunity ...
Converted leads
When converting to an opportunity, the original lead record stays with a status of either converted or converted - no opportunity. Can these records be deleted or are they required? What purpose do they have (if any) when converted? I'm looking ...
Opportunities
I can see a probability field on an Opportunity record but putting a percentage in here doesn't seem to affect the amount of my Opportunity. How can I change this? The amount field in a The amount field in a Workbooks Opportunity isn&r ...