Maintaining an opportunity

Adding an activity for the opportunity

You can check the details about the activity records that are associated to the opportunity and follow-up activities created from quotations. You can also create an activity that is automatically related to the opportunity.

See Creating an opportunity.

  1. Open an opportunity.
  2. Click Activities.
  3. Click New + icon. The New Activity tab is displayed.

    Once an activity is saved, the activity is automatically related to the opportunity where it is created from. The opportunity business area is also cascaded to the created activity.

Viewing standard quote details

When you create a standard quotation using an opportunity record and also activities with quotations that are associated to the opportunity, the quote details are listed in the Standard quotes section. Total Sales price of the list is populated in the Total field of Opportunity record.

  1. Open an opportunity.
  2. Click Standard quotes.
  3. To view the Standard Quote Line details, click the link.
  4. To open M3 quotation, click Open M3 Quotation button on the toolbar.

Adding opportunity products

Product records from M3 BE must exist. Total Sales price of the created entries is populated in the Total field of Opportunity record.

Contact your system administrator for assistance.

  1. Open an opportunity record.
  2. Click Opportunity Products.
  3. Click New.
  4. Click Search icon on the Product field.
  5. Search or select a product record from the list and click Relate Product.
  6. Provide the other new opportunity information.
  7. Click Save.

Updating an opportunity product

  1. Open an opportunity record.
  2. Click Opportunity Products.
  3. Open an opportunity product record.
  4. Click the More icon on the Product field.
  5. Click Search Product.
  6. Search or select a different product record from the list and click Relate Product.
  7. Update other opportunity product information.
  8. Click Save.

Removing a related product from an opportunity product

  1. Open an opportunity record.
  2. Click Opportunity Products.
  3. Open an opportunity product record.
  4. Click the More icon on the Product field.
  5. Click Remove Product.
  6. Click Remove when asked to confirm the action.

Adding an opportunity focus area

  1. Open an opportunity.
  2. Proceed to Focus Area.
  3. Click Add.
  4. Select a focus area code from the list.

    The M3 Mobility Core Toolbox uses the selected Display options and the defined focus area code to determine the information it displays.

  5. Click Apply.

    After a focus area code is added, the Add button label changes to Edit.

Updating an opportunity focus area

  1. Open an opportunity.
  2. Go to Focus Area.
  3. Click Edit.
  4. Select a focus area code from the list.

    The M3 Mobility Core Toolbox uses the selected Display options and the defined focus area code to determine the information it displays.

  5. Click Apply.

Deleting an opportunity focus area

  1. Open an opportunity.
  2. Proceed to Focus Area.
  3. Click Edit.
  4. Unselect a code on the modal screen.
  5. Click Apply.
  6. Optionally, you can also delete a focus area by just selecting a product from the list and then, click Remove and Delete.

Adding opportunity-to-opportunity relationship

Opportunity-to-opportunity relationship is not included on the default Opportunity dialog design.
  1. Open an opportunity.
  2. Click Search icon on the Opportunity-Opportunity Relation field.
  3. Search or select an opportunity record from the list and click Relate Opportunity.
  4. The selected opportunity name is populated on the Opportunity-Opportunity Relation field.

Deleting an opportunity-to-opportunity relationship

  1. Open an opportunity.
  2. Click the More icon on the Opportunity-Opportunity Relation field.
  3. Click Remove relation.
  4. Click Remove when asked to confirm action.

Adding an opportunity-to-general object relationship

Before you start, you must create an object before you establish an opportunity-to-general object relationship. Opportunity-to-general object relationship is not included on the default Opportunity dialog design.

  1. Open an opportunity.
  2. Click Search icon on the Opportunity-General Object Relation field.
  3. Search or select a general object record from the list and click Relate General Object.
  4. The selected general object name is populated on the Opportunity-General Object Relation field.

Deleting an opportunity-to-general object relationship

  1. Open an opportunity.
  2. Click the More icon on the Opportunity-General Object Relation field.
  3. Click Remove relation.
  4. Click Remove when asked to confirm action.

Adding an opportunity-to-project relationship

You must create a project before you can establish an opportunity-to-project relationship. Opportunity-to-project relationship is not included on the default Opportunity dialog design.

  1. Open an opportunity.
  2. Click Search icon on the Opportunity-Project Relation field.
  3. Search or select a project record from the list and click Relate Project.
  4. The selected project name is populated on the Opportunity-Project Relation field.

Deleting an opportunity-to-project relationship

  1. Open an opportunity.
  2. Click the More icon on the Opportunity-Project Relation field.
  3. Click Remove relation.
  4. Click Remove when asked to confirm action.