|Posted: 2011-03-15 16:32|
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.
|Posted: Tue, 15.03.2011 - 18:49|
An approach taken by some customers is to create their 'template' Opportunity, populated with the most frequently occurring Line Items and then use the Copy Document functionality to create a new Opportunity.
This works really well but do remember the following:
|Posted: Wed, 16.03.2011 - 09:14|
Currently, our process is first to create a lead then, once qualified, convert that lead to an opportunity, This would prevent us using the approach you suggest.
No application can satisfy every user's requirements and I respect that but I do wonder how users selling relatively complex products get on with Workbooks?
Thanks for replying-
|Posted: Wed, 16.03.2011 - 17:18|
One option is to create a template, or set of template opportunities. When you convert an opportunity, elect not to create an opportunity. Then, create a new opportunity by copying the template. Note that you may need to add related items. The benefit of converting a lead to an opportunity is that relevant items will be related (appear under the various tabs).
2) Create a filter on the All Opportunities Landing Page and save a view with a suitable name, e.g. Templates.
3) When you need to create an opportunity with default line items, open the Opportunities landing page > Select the saved view you named "Templates" > Open the relevant opportunity template (you can of course have multiple templates) > Copy Document > Create Opportunity.
4) Give the Opportunity an appropriate name > set prospective customer and other fields as required > Use the Related Items tab to relate back to the sales lead.
It all depends on workload and the numbers of line items.
I hope this helps.