Navigation:  5 Using Total Enterprise CRM > 5.1 Company > How do you work with company? > How do you add an opportunity?

 

An 'opportunity' is an expected sale or probable revenue from a company or contact.

 

As you establish relationships with your customers, you can expect an increase in sales. In Total Enterprise CRM, opportunities represent those expected sales and potential revenue.

 

To create a new opportunity, or associate an opportunity with an existing company, follow these steps.

 

Step 1: Select Add opportunity

 

 

Click the Company tab located on the ribbon.

 

Select Add opportunity in the Company activities group.

 

Step 2: Complete the form

 

 

The 'Opportunity' form contains all the information related to an opportunity, broken down into several fields such as name, description, type, start and close date, lead source, and probability.

 

The powerful sales opportunity tracking system includes the following key features:

 

 

Note:

The fields marked with red star (*) at the right end indicate that they are required fields; other fields can be left blank.

 

Interaction-history for company

At the bottom of the screen is a set of tables containing related records (only one type of records is present in one column). This table is called a 'grid'. This grid shows you the main details of the record ie who created it, when it was created, and its subject. To edit any record, double-click the record in the grid.

 

The grid located in the bottom panel stores the interaction-history, broken down into tabs. These tabs include activities, communications, documents and contacts associated with this opportunity.

 

As you can see from the tabs, you can relate calls, meetings, notes, attachments, to-do items and documents to the opportunity for full visibility on related activities. You can also keep track of any communication (eg email, SMS, fax or letter).

 

Note:

There are two ways to use additional options under a grid:

 

 

 

More actions for opportunity

Controls on the ribbon allow you to carry out the following actions on the selected opportunity:

 

How do you add a note or attachment?

How do you schedule a call?

How do you schedule a meeting?

How do you add a task or attachment?

How do you send an email?

How do you send a fax?

How do you send an SMS?

How do you merge email?

How do you merge fax?

How do you merge SMS?

How do you assign a tag?

 

Although some of these actions describe company, the same techniques can be applied to opportunity.

 

Note:

Since these options are on the opportunity screen, the system assumes that if you create a note, project, email or any other action from this screen it is automatically related to the previously selected instance. This is consistent throughout the system to reduce unnecessary data entry.

 

Step 3: Save your data

When you have finished entering all your data, save it by choosing one of these options on the ribbon: