To record a customer meeting that went well and has turned into a sales
opportunity, perform these steps:
-
On the Prospect Interactions form,
record the meeting interaction.
-
Create opportunity from lead. On the Leads
form, click the Opportunities button.
The Opportunities
form is displayed.
-
On the Opportunities form, click
the Tasks button. TheOpportunity
Tasks form is displayed.
-
Use the Opportunity Tasks form to
record steps that have been agreed upon from the meeting.
Examples:
- Discovery meeting
- Internal Review
- Follow up demonstration
- Put together proposal
- Close deal
-
Tie opportunity to estimate for proposal. On the Opportunities
form, click the Estimates button. The
Estimates
form is displayed.
-
On the Estimates form, click the
Estimate Lines button to open the Estimate Lines form so that you can add
lines.
-
On the Estimate Response Form Report form, ensure
that Print Price is selected. Print
the report.
-
On the Competitors
form, create a new competitor or use and existing one.
-
On the Opportunity Competitor Cross References
form, add a record. Competitor now appears on the Competitors
tab on the Opportunities form for that
opportunity.
-
On the Opportunity Member Cross References form,
delete or add sales people so that only those sales people working
on this opportunity are listed. The sales team members are now visible
on the Team Members tab on the Opportunities
form for that opportunity.