---
title: "C.R.M: Sales opportunities"
canonical: "https://wiki.soft1.eu/space/SS5EN/12060526/C.R.M%3A%20Sales%20opportunities"
format: markdown
---
![image](media://8cd82b71-a329-4c99-957c-8e47d0927e98)

In sales opportunities complete the following:

- Identity
- Lead source: select the source of the sales lead from the relevant table.
- Part of: connect the sales opportunity to a specific project (opportunity or campaign). If you create the sales opportunity directly from the marketing campaign, the campaign code is entered automatically as the project.
- Status: complete the project status.

 

► Info: The status includes the Status information of the project types to which it shall be applied, while for sales opportunities includes the probability % information

► Info: The status of the Sales opportunity can be changed automatically during interest, offer, order document posting. The new status applied to the sales opportunity during document posting is set in the actions & Crm parameters. 

 

**Dates**

- Enter the dates of Creation, Start, End and Closing of the sales opportunity.

► Info: Once you enter the closing date, the same date is completed automatically in the Ending date field. The closing date is filled either by the user (manually), or during changing the status to completed / canceled.

  
 **Save Action**

Option "Save action" provides as default the Series - actions set in parameters per user.

  
 **Financial**

- Revenue: enter the value "manually", or automatically during posting documents related to Interest/ Offer / Order.

► Info: The automatic update of the opportunity revenue from sales documents is defined through Actions & CRM Parameters, using parameter "Update value".

- Probability: enter the probability percentage % either manually, or automatically by the application, during status modification.
- Forecast: the rule <Revenue * probability percentage (%)> is applied.

 

**People involved**

- Salesperson: enter the salesperson that assumes the specific sales opportunity.
- Branch - Department -Business Unit: enter the branch, department and Business unit of the company.
- Customer -Branch -Person: enter the customer name, the branch and contact. When you select the customer, the Name of the Sales opportunity is entered automatically.
- Collaborator -Branch -Person: enter the collaborator name, the branch and contact.
- Competitor-Branch -Person: enter the competitor name, the branch and contact.

  
   
 When you select a competitor, the name of the competitor is completed automatically in grid <Competitors> with the indication "Basic: [Yes]". As soon as you enter another competitor, the grid shall retain the first one for historicity reasons, but the new competitor shall appear as the basic one. Here you can select multiple competitors the user can set which one is the basic one and who is the final winner of the sales opportunity, in case of failure. 

In grid <Job group> enter the company persons / users who will assume the sales opportunity.

 

In grid **<interest>, **enter the items / services for which the customer has expressed his interest.

Option "Interest" displays the sales documents screen with the customer / salesperson / collaborator / project completed. There you must enter the items for which the customer is interested. 

![image](media://0cbdbbdc-8b70-4ea7-aedb-49ef2d257cc7)

The default series and sales document view proposed shall be the ones set in Actions & CRM Parameters.

Sales document posting updates grid <Interest> with the items entered in the document. If set in parameters, the Opportunity shall be updated with the interest revenue - net document value as well as with a new status - probability (%)

  
 Grid **<Quotations> **displays the quotations provided to the customers that refer to the specific sales opportunity. Selection "Save quotation" displays automatically the quotation sales document (set in parameters) with the items participating in Interest already completed.  
 Quotation posting updates grid <Quotations> with the date, code and net value of the document.

![image](media://9d599ac6-03c1-438f-8fec-a606094df90c)

Right click on the line to access the quotation document Copy, Cancel or Delete options.

![image](media://b89deda4-7186-4452-9b77-235465e51a7b)

  
 If set in actions & CRM parameters, the sales opportunity shall be updated with the quotation document revenue - net value as well as with a new status - probability (%).

  
 From <Quotations> using selection "To order" you can create the order document containing the items, quantities and values participating in the quotation. The quotation shall then have status "Converted: fully" and the grid <Orders> will be updated the entry of the order.

  
 From the **<Orders> **grid you can create a new order selecting "Save order".