Adding an Opportunity

On the Opportunities form, specify this information in the header section:

Opportunity

Specify a number or code to use for identifying the new opportunity. This number is used to identify this record throughout the system. If you do not specify a number, the system assigns the next unique number available when you save the record.

Name

Specify the name for this opportunity.

Type

Select the type of opportunity: customer or company.

Customer

For a customer opportunity, select the customer. Optionally, filter by the customer name.

Salesperson

Select the salesperson who is responsible for the opportunity.

Sales Engineer

Select the person responsible for the technical aspects of the lead.

Discount Percent

Specify the discounted percentage of the total amounts that are required for this opportunity.

Override Totals

Select this check box to enable the Sales Order Total, Service Order Total, and Contract Total fields. Clear the check box to disable the fields and allow the totals to be recalculated automatically after saving an opportunity line.

Sales Order Total

This field is only enabled when the Override Totals check box is selected and the opportunity has not been converted. If enabled, specify the sum of the extended price of sales order lines.

Service Order Total

This field is only enabled when the Override Totals check box is selected and the opportunity has not been converted. If enabled, specify the sum of the extended price of service material, service labor, and service miscellaneous lines.

Contract Total

This field is only enabled when the Override Totals check box is selected and the opportunity has not been converted. If enabled, specify the sum of the extended price of contract lines.

Grand Total

The total of the Sales Order Total, Service Order Total, and Contract Total fields is displayed.

The Margin % Grand Total is calculated directly from the sums of the costs prices of each non-contract line that has a cost and a price. It will not reflect an average of the Sales Margin % and the Service Margin %. Whichever of the sales total or service total is greater will have the greater influence on the value of the Margin % Grand Total.

Note: These totals are non-discounted amounts. Opportunity line level discounts affect the extended price of the opportunity line, but the header level discount only shows as the Discount Percent.

Margin %

These read-only fields show the total margin percent of all lines for each type of order.

Adjusted Margin %

These fields are activated when Override Margins is selected. Specify margin percentages for each order type. A margin percent can be applied to sales lines, service lines, or an entire opportunity.

Override Margins

Select this check box to enable the Adjusted Margin % and override the Margin % values.

Note: The Override Totals and Override Margins check boxes are mutually exclusive. You can override either the total amounts or the margin percentages; when one is overridden, the other is calculated.
On the General tab, specify this information:

Region

Select the region this opportunity applies to.

Lead Source

Select the source for this opportunity. These are maintained on the Lead Sources form.

Campaign

Select the campaign for this opportunity.

Last Contacted By

The user who last contacted the opportunity contact is displayed.

Last Contact Date

The last time the opportunity contact was contacted is displayed.

Convert Date

The date this opportunity was converted is displayed.

Sales Order

If the opportunity was converted to a sales order, the sales order number is displayed.

Service Order

If the opportunity was converted to a service order, the service order number is displayed.

Contract

If the opportunity was converted to a contract, the contract number is displayed.
Specify this information on the Status tab:

Opportunity Stage

Select the stage that the opportunity is in.

Close Probability Percent

Specify a number that represents the level of confidence in winning this opportunity. When the stage is assigned to the opportunity, this probability is assigned.

Follow-Up Date

Select the date to follow up with the opportunity.

Planned Close Date

Select the estimated date on which the buying decision will be made.

Next Step

Specify the next steps you plan to take for this opportunity.

Opportunity Loss Reason

If the opportunity is lost, select the reason.

Lost to Competitor

If the opportunity is lost to a competitor, specify the name of the competitor.

Opportunity Loss Notes

Specify any additional notes about the loss of the opportunity.
The grid on the Activities tab shows all events such as appointments, phone calls, and web conferences, associated with the opportunity.

Click Add Activity or Edit Activity to open the Activities modal form, where you can add a new activity, or make changes to an existing activity.
The grid on the Contacts tab lists potential contacts for the opportunity. Specify this information:

Primary Contact

Select the person to be the primary contact for this opportunity. Add Contact ButtonClick this button to open the Contacts modal form, where you can add a new contact. Edit Contact ButtonClick this button to open the Contacts modal form, where you can make changes to an existing contact.
On the Lines tab, select the Type of lines to add to the opportunity:
- Sales Order: The line is for a sales order.
- Contract: The line is for a contract.
- Service Material: The line is material for a service order.
- Service Labor: The line is labor for a service order.
- Service Misc: The line is miscellaneous work for a service order.
- Service Project: The line is a Project Fixed operation for a service order.
7.Select the Item, Work Code, Miscellaneous Code, or Operation Code for the type. The remaining fields are populated based on this selection.
The grid on the Competitors tab shows the other companies and solutions that are competing for the business.
Save the record.

Use the buttons on this form as described here:

Click Convert to Order to open the Convert Opportunity to Order form, where you can create a sales order, service order, or contract from the opportunity.
Click Activities to open the Activities modal form, where you can add a new activity for this opportunity.
Click Contacts to open the Contacts tab, where you can add a new contact for this opportunity.
Click DataView to open the DataView Results form, showing information related to this opportunity.
Click Interactions to open the Interactions form.
Click Quotes to open the Quotes form, filtered for the current opportunity.

Note: Only line-level notes are copied to associated records.