Opportunities
Use this form to create and track sales opportunities for prospective customers (prospects) or actual customers. On this form you can set the estimated value of the opportunity, identify the reason it was won or lost, and view any estimate orders associated with the opportunity. This is useful for tracking the progress of the potential sale.
When you update an opportunity, any value in a related sales forecast opportunity (on the Sales Forecasts form) is also updated if the sales forecast has a status of Draft.
Use the Opportunities form to perform these tasks:
- Enter the estimated value of the opportunity, indicate the percentage chance the opportunity will be won, set the projected completion date, and enter the reason the opportunity was won or lost.
- See data from the Opportunity Tasks form.
- See information about order estimates associated with the opportunity. This information is taken from the Estimates form.
- See data from the Estimate Projects form.
- See data from the Customer Orders form.
- See data from the Projects form.
- Choose an item associated with the opportunity and to provide a comment about that item.
- See information from the Competitors form.
- See information from the Opportunity Member Cross References form.