: :  Créer une opportunité de vente

The prospect is created. You can now define what you can potentially sell to this prospect.

  1. Open an opportunity record sheet, either from
    1. Management > Sales > Opportunities > .
    2. An Event record sheet linked to your prospect (e.g. phone call). Go to Edit > Create an accounting voucher > Create an opportunity. Some of the fields are pre-filled.
  2. Under the Header tab, in the General information section, enter the following information:
  3. In the Calendar section, enter the important dates like the opportunity's opening date (mandatory), projected signature date, start and end dates of the production and signature probabilities.
  4. In the Classification section, enter the information of the project to be linked with the opportunity, like entity and department to which the proposition is attached (sales teams for example), activity sector and project family and sub family codes.
  5. In the Lines section, click on and enter the lines of the products that will be potentially sold:
  6. Save.

 

Once the data are saved, the Contact tab is displayed under which you can refine the creation and associate a person (customer's contact or employee) with the opportunity.