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The Sales module offers a comprehensive solution for efficiently managing and tracking each stage of the sales cycle from lead through closure.  Extensive reporting and graphical analysis provide management with timely accurate sales and pipeline reporting. This enables the effective management of new leads and new opportunities.  
 
The Sales module offers a comprehensive solution for efficiently managing and tracking each stage of the sales cycle from lead through closure.  Extensive reporting and graphical analysis provide management with timely accurate sales and pipeline reporting. This enables the effective management of new leads and new opportunities.  
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== Graphic Analysis ==
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* [http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities/GraphicAnalysis Graphic Analysis]
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== How to Add an Opportunity ==  
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The opportunities screen provides a graphic analysis of pending sales opportunities based upon the “Stage” and “Estimated Close Date” which you have currently assigned to the opportunity. You may click any slice of the pie chart or any bar in the bar chart to launch the details of that item. Additional analysis is available in the analytics module.== How to Add an Opportunity ==  
 
 
* [http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities/HowtoAddanOpportunity How to Add an Opportunity]  
 
* [http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities/HowtoAddanOpportunity How to Add an Opportunity]  
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Add an Opportunity by clicking on the Sales module then the “New” button and filling in information on the “New Opportunity” dialog.== How to View Opportunities ==  
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You add an opportunity from the '''Sales''' module.
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== How to View Opportunities ==  
 
* [http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities/HowtoViewOpportunities How to View Opportunities]  
 
* [http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities/HowtoViewOpportunities How to View Opportunities]  
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Opportunities may be viewed by clicking on the “Opportunities” tab under the Sales module.== Update Opportunity Detail ==  
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Opportunities may be viewed by individual and by organization from the '''Sales''' module.
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* [http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities/HowtoView/UpdateOpportunityDetail How to View/Update Opportunity Detail]  
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Details about an opportunity may be viewed by clicking on the opportunity title on any screen where opportunities are listed. In-formation viewed may be edited and saved.== How to Delete an Opportunity ==  
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== How to View or Update Opportunity Detail ==  
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* [http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities/HowtoView/UpdateOpportunityDetail How to View or Update Opportunity Detail]  
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Details about an opportunity may be viewed by clicking on the opportunity title on any screen where opportunities are listed.
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== How to Delete an Opportunity ==  
 
* [http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities/HowtoDeleteanOpportunity How to Delete an Opportunity]  
 
* [http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities/HowtoDeleteanOpportunity How to Delete an Opportunity]  
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== Working with Quotes ==
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Opportunities can be deleted from your opportunity listing in the '''Sales''' module or from the '''Opportunity Detail''' screen.
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* [http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities/WorkingwithQuotes Working with Quotes]
 
  
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Place a checkmark beside one or more listed opportunities. Then click on the “Delete” button to delete them.
 
 
== How to Create a Quote ==  
 
== How to Create a Quote ==  
 
* [http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities/HowtoCreateaQuote How to Create a Quote]  
 
* [http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities/HowtoCreateaQuote How to Create a Quote]  
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Once an opportunity has been established, you may create a quote for it.
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== How to View or Modify a Quote ==
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* [http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities/HowtoViewaQuote How to View or Modify a Quote]
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You can access a quote associated with a sales opportunity to view the information or modify it.
  
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Once an opportunity has been created, you may attach a quote to the opportunity by clicking on the “New Quote” button and filling in information on the “New Quote” dialog. Then add specific Quote items by clicking on the “Add Item” button and providing the related information.
 
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== How to View a Quote ==
 
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* [http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities/HowtoViewaQuote How to View a Quote]
 
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Select a prospect from the Sales Opportunity List. On the pro-spect’s “Opportunity” dialog, select “Quote” from the “Select a Related View” dropdown menu. To view detail about a Quote, click on the Quote’s “Title.”== How to Modify a Quote ==
 
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* [http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities/HowtoModifyaQuote How to Modify a Quote]
 
  
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To modify a quote, view it in the normal manner. Any field that allows a modification can be changed and saved permanently. Items may be removed by placing a checkmark beside the item and clicking on the “Remove Items” button. Items may be added in the normal manner using the “Add Item” button.
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Return to '''[[Commence OnDemand User Help]]'''

Latest revision as of 16:16, 1 December 2012

The Sales module offers a comprehensive solution for efficiently managing and tracking each stage of the sales cycle from lead through closure. Extensive reporting and graphical analysis provide management with timely accurate sales and pipeline reporting. This enables the effective management of new leads and new opportunities.

How to Add an Opportunity[edit]

You add an opportunity from the Sales module.

How to View Opportunities[edit]

Opportunities may be viewed by individual and by organization from the Sales module.

How to View or Update Opportunity Detail[edit]

Details about an opportunity may be viewed by clicking on the opportunity title on any screen where opportunities are listed.

How to Delete an Opportunity[edit]

Opportunities can be deleted from your opportunity listing in the Sales module or from the Opportunity Detail screen.

How to Create a Quote[edit]

Once an opportunity has been established, you may create a quote for it.

How to View or Modify a Quote[edit]

You can access a quote associated with a sales opportunity to view the information or modify it.


Return to Commence OnDemand User Help

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