From CommenceCRM-Help
Jump to: navigation, search
 
(11 intermediate revisions by the same user not shown)
Line 1: Line 1:
 
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.  
−
== Graphic Analysis ==
 
−
* [http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities/GraphicAnalysis Graphic Analysis]
 
−
The opportunities screen provides a graphic analysis of pending sales opportunities based upon the '''Stage''' and '''Estimated Close Date''' you 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 ==  
 
== How to Add an Opportunity ==  
Line 12: Line 9:
 
Opportunities may be viewed by individual and by organization from the '''Sales''' module.
 
Opportunities may be viewed by individual and by organization from the '''Sales''' module.
  
−
== Update Opportunity Detail ==  
+
== How to View or Update Opportunity Detail ==  
−
* [http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities/HowtoView/UpdateOpportunityDetail How to View/Update Opportunity Detail]  
+
* [http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities/HowtoView/UpdateOpportunityDetail How to View or Update Opportunity Detail]  
 
Details about an opportunity may be viewed by clicking on the opportunity title on any screen where opportunities are listed.
 
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 ==  
 
== 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]  
−
Place a checkmark beside one or more listed opportunities. Then click on the “Delete” button to delete them.  
+
Opportunities can be deleted from your opportunity listing in the '''Sales''' module or from the '''Opportunity Detail''' screen.
  
 
== 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]  
−
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.  
+
Once an opportunity has been established, you may create a quote for it.
  
−
== How to View a Quote ==  
+
== How to View or Modify a Quote ==  
−
* [http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities/HowtoViewaQuote How to View a Quote]  
+
* [http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities/HowtoViewaQuote How to View or Modify a Quote]  
−
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.”
+
You can access a quote associated with a sales opportunity to view the information or modify it.
  
−
== How to Modify a Quote ==
+
 
−
* [http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities/HowtoModifyaQuote How to Modify a Quote]  
+
Return to '''[[Commence OnDemand User Help]]'''
−
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.
 

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

Retrieved from "http://staging1.commenceonline.com/wiki/index.php?title=Sales_Opportunities&oldid=1808"