Adding an Opportunity

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To add an opportunity:

1.Click Add on the menu bar.

A blank Add Opportunity page is displayed, as shown in Figure 1.

 

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Figure 1 The Add Opportunity Page

2.Enter the relevant details in the form. Fields with a red asterisk are mandatory. The Add Opportunity page contains the following fields:
Opportunity Description - A brief description of the opportunity.
Access Type - This field enables you to specify if the opportunity can be viewed by all users, or a particular group of users. The available options in the drop-down list are Public and Controlled Hierarchy.
Manager - This option enables you to select the concerned manager for this opportunity.
Component Description - A brief description of the component.
Assign To - This field enables you to assign the responsibility of this opportunity to a subordinate.
Component - Clicking Select displays a pop-up window, where you can select a component type from the following options:
Annuity
Consultation
Development
Maintenance
Product Sales
Services
Associate With - This field enables you to associate the opportunity with an account or a contact.
Additional Notes, Source, and Estimated Amounts - High, Low, and Best Guess.
Probability of Close

Some companies have established a process for determining the probability value. For example, after they have delivered a presentation, they automatically assign a probability of 50%. Other companies are less formal, and the probabilities are assigned subjectively by the sales person, based solely on instinct. In either case, the probability should change from time to time as you work on the opportunity. This field is important, because it affects the dashboard graph in the Risk Adjusted mode.

An Estimated Term and an Estimated Close Date.
Current Stage - This field is a drop-down list that describes the stage of sale of an opportunity.
Commission - This field describes an estimated percentage of final sale that is assigned as commission.

This value can be taken into account on the dashboard by selecting one of the commission-adjusted revenue items in the drop-down list.

Alert - This field enables you to set alerts to call the customer.

You can enter an alert description and an alert date in the fields provided. The alert will be displayed both in your ConcourseSuite home page and your internet email.

2.Click Save to save the opportunity.

The Opportunity Details page is displayed, as shown in Figure 2. This page provides options to rename or delete the opportunity.

 

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Figure 2 Viewing the Created Opportunity