Opportunities

Articles

Closing an Opportunity and Creating a New Customer and Job
Once the salesperson was successful in closing the sale with the Prospect, the Opportunity/Prospect record will be turned into a Customer, Site and Job by "Resolving" the Opportunity. Follow the instructions below to Resolve an Opportunit...
Closing an Opportunity for a Lost Sale
If the salesperson was not successful in closing the sale with the Prospect, the Opportunity/Prospect record should be resolved so that it will be removed from the Prospect Queue and Opportunity Queue.  If the Prospect returns in the future, th...
Create a New Opportunity
Once a new Prospect has been saved, the Opportunity form will be available for data entry.   To create a new Opportunity follow the instructions listed below. 1.  Once a Prospect record is open, click the Opportunities button from th...
Opportunities Overview and Topics
The Sales Management module provides a tools for tracking sales leads and the dollars values that have been quoted by using Prospects and Opportunities.  An Opportunity is what the Salesperson is trying to sell to a Prospect.  You may cre...
Opportunity Queue Definitions
The Opportunity Queue is a listing of all Opportunities in process.  As Opportunities are sold or lost and inactivated, they drop off the list.  Once a Prospect/Opportunity has been inactivated, it still remains in the database.  Inac...