Process Business Opportunity
Explanation
This activity is used to process a business opportunity through the different
stages of the sales process.
Prerequisites
- An opportunity header must have been entered and saved.
- A process must have been selected for the opportunity.
System Effects
- Stages and actions will be created when the opportunity is confirmed.
- The opportunity will be processed to the last stage.
Window
Business
Opportunity
Related Window Descriptions
Business Opportunity
Business Opportunity/Sales Process
Enter Data
Procedure
- Make sure that the correct process are used and then confirm the Business Opportunity.
- Open the Business Opportunity/Sales Process
tab. The first stage should be selected.
- Select an action. If data entry is required, right-click and then click
Enter Data to update the required fields.
- Optionally, enter action references. You can create Business Activity,
Sales Quotation, Customer Order, Service Quotation or Sales Contraction from
an action.
- If approval is needed, right-click and then click Request Approval. A
user with the right access must then approve the action.
- Set the action to done if it has not been updated automatically.
- Repeat step 3 to 6 until all actions are done.
- Set the stage to done to move to the next stage.
- Repeat step 3 to 8 until all stages are done.