Displaying & Adding Opportunities

Displaying & Adding Opportunities


Your Administrator can modify the Opportunity Stages if required.

Clicking on Start > Sales > Opportunities displays the Opportunities Landing Page.

The Opportunities Landing Page displays a choice of views including:

In addition, there are several system generated views based on when the Opportunity is due to close. It's possible to display this as as a Calendar so that you can see a high level view of all your Opportunity data - for more information on Calendar Views, see here

You can customise the appearance of this (and any other) Landing Page including grouping, filtering and saving a default view. For more information on customising views click here.

To open any of the records displayed in the views above, hover over the row until it becomes underlined and click on it.

Adding Opportunities

To create a new Opportunity either:

The first method will automatically link the Person and the Organisation in the Lead with the Opportunity.  Similarly, the second method will automatically link the prospective customer (which can be a Person or an Organisation) to the Opportunity.

NOTEThe Person or Organisation icon and the Prospective Customer name are shown on the Main tab above the data fields. You can click on this link to open the record for the customer.

Opportunity Fields

Own Organisation - if you have more than one Own Organisation make sure you choose the correct one using the dropdown at the top of the screen next to Own Organisation.  

Currency - if your Own Organisation trades in more than one currency, make sure the correct one is selected from the dropdown at the top of the screen next to Currency. NOTE: This field only appears after you click Save. Choose your currency before adding any Line Items otherwise any you've added will be removed.

Prospective Customer - if you created the Opportunity from the Opportunity record this field will already be populated. Otherwise, start typing the name in and select the right Organisation or Person from the list that appears, or click on the binocular symbol to look up the right Organisation or Person in the dialogue box that appears.

Close Date - enter the date that you anticipate the sale will close. As you learn more about the Opportunity you may need to amend this date.

Stage - although this field isn't compulsory, it's important to enter the correct Opportunity Stage as this will impact upon reports and sales Forecasts. Generally an Opportunity moves forward from one stage to the next (possibly 'skipping' stages) until it is either Won or Lost. To downgrade an Opportunity stage, a user must have the 'Downgrade Opportunity to Previous Stage' capability. (By default this capability is automatically given to users in the following groups:  System Administration, Sales Administration, Sales Managers and Sales People but can be removed by your System Administrator, if required.)

Probability - depending on how your database has been configured, this field might be auto-populated (based on the Opportunity Stage entered). However, you can use the dropdown picklist to enter another percentage if applicable.

Type - use this field to classify what sort of business this is.

Source - this field records the source of the Opportunity.

Campaign - if the Opportunity was generated as a result of a particular Campaign, specify which one here. This will link the Opportunity to that Campaign making it easier to track success metrics of Marketing Campaigns.