CRM Scenario 3

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.