This feature is common to all sharemundo links® solutions.
Note This section is only accessible to the company administrator and users with administrative rights (administrator users).
Step 1: Go to the 'Opportunities and Offers' section from the navigation menu.
Step 2: Click on 'Create an opportunity' at the top right of the page.
Step 3: Fill in the various fields and click on 'Submit'.
Notes:
- fields marked with * are mandatory;
- you'll find details of the various fields below the image.
Details of individual fields
- Title * : enter the opportunity title
- Details: enter opportunity details
- Customer type *: select the customer type (user or company) from the drop-down menu
- Customer *: select the customer from the drop-down menu
- Sales phase: Select the sales phase from the drop-down menu
- Country : enter the country to which the opportunity relates
- Income: enter the income generated by this opportunity
- Probability: enter the probability that the opportunity will evolve into an offer (and into a project if you have a sharemundo links® solution that includes project management).
- Contract date: enter the estimated date of the contract, or use the calendar icon to select it
- Delivery start and end dates: enter the estimated start and end dates of the offer, or use the calendar icon to select them.
- Purchase order: enter the number of the purchase order associated with the opportunity, if you already have one.
- Manage linked documents: you can link documentsto the opportunity.