Opportunities in CRM

You can create opportunities in the Opportunity (tdsmi1610m000) session.

You can use this session to:

• Assign and reassign an opportunity to a sales representative.
• Maintain the progress of an opportunity. You can update the phase of the sales process and assign a probability percentage to win the opportunity.
• Update the opportunity status.
• Enter, maintain, or delete activities linked to an opportunity.
• Assign contacts to an opportunity in the Contacts by Opportunity (tdsmi1122m000) session, which is used to display who to contact at the business partner for this opportunity.
• Add reference information to an opportunity in the References by Opportunity (tdsmi1115m000) session.
• Globally add attributes to an opportunity in the Attributes by Opportunity (tdsmi1111m000) session.
• Add items to an opportunity in the Items by Opportunity (tdsmi1113m000) session, which you can offer as sales quotation lines to a business partner.

Sales quotation based on an opportunity

By generating a sales quotation from an opportunity, the opportunity is used as the basis for product offerings to a business partner. After items are added to an opportunity, quotation lines can be generated for the items.

In the Opportunity (tdsmi1610m000) session, you can:

• Add items to an opportunity on the Items tab, which refers to the Items by Opportunity (tdsmi1113m000) session. Only items whose Select check box is selected are inserted as quotation lines on the sales quotation.
• Generate a sales quotation and quotation lines from the opportunity by clicking Generate Quote on the appropriate menu.

After the sales quotation is generated:

• The opportunity number is filled as a reference number in the Opportunity field of the Sales Quotation (tdsls1600m000) session. The sales quotation number is filled as a reference number on the Reference tab of the Opportunity (tdsmi1610m000) session, which refers to the References by Opportunity (tdsmi1115m000) session.
• The origin of the generated sales quotation is Opportunity.
• The Price Origin of the generated sales quotation lines is Manual, so prices and discounts are not automatically recalculated.
• And the opportunity's item has a linked peg, the peg is copied to the generated sales quotation line.