Adding an Opportunity

To add a new opportunity:

  1. Select Opportunities from the Home screen or Navigation Bar. The Opportunities list screen is displayed.
  2. Click Add to create new opportunities. The Opportunities details screen is displayed.
  3. Specify this information:
    Description
    The description of the opportunity.
    Information
    The information related to the opportunity.
    Status
    The status of the opportunity. Possible values:
    • Preliminary
    • In Process
    • Dead.
    Sales Process
    The code of the sales process for the opportunity.
    Sold-to BP
    The name of the sold-to- business partner.
    Assigned to
    The sales representative to whom the opportunity is assigned.
    First Contact
    The date on which the business partner is contacted for the first time.
    Expected Close Date
    The date by when the business partner is expected to decide on the opportunity.
    Phase
    The phase in the sales process for which the opportunity is made. Possible options:
    • Analysis
    • Finalize
    • Proposal
    • Negotiate
    Sales Office
    The sales office responsible for sales to the sold-to business partner.
    Include in Forecast
    Select this check box to include the Expected Revenue in the forecast.
    Expected Revenue
    The revenue that is expected from the opportunity.
    Attachments
    The documents linked to the opportunity. You can capture an image or a video to upload or select an existing image, video or any file.
  4. Click Save.