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Displays opportunities

Argomenti collegati: Selecting an opportunity you will be able to view all data that opportunity.

The default display style is to tab (or higher, corresponding to the pages of the tab "flaps"); you can view the entire tab on a single page by clicking on ; you can restore the clicking tab.



"Opportunity detail" section lists all data entered during the creation of the opportunity. You can make changes by clicking .

In the section "Activities" you can manage activities relating to the opportunity (for more information Activities).



In the section "Products" you can enter the opportunity articles: first select the price list to apply ( (Management lists)), after which you can insert products manually fill in the boxes, or you can search for an article by clicking catalog:



By entering a key research and/or clicking and selecting a product category ( below the catalog entry = categories (Categories)) and then clicking will be listed all products ( (Products)) ) the conditions imposed. To select an item click on the entry in the "Short description" column. To close the window click .

When you finish entering data click and will be added to the list.

To delete a product from the list, select the box in the last column, and then click .

Lower right following is the number of products related to the opportunities, however the number of items listed in each list is limited ( (Account management), "Tustena Configuration" tab (Tustena configuration)). To view the products that follow click on the number for the list page or on "Next" to switch to the next page. To go back a page click on "Previous". To view all articles in a single page click on "All records".

If you decide to add products in this section the "Amount" entry in the "opportunities details" section will report the sum of the final prices inserted articles.

In the section "My documents" can manage documents relating to the opportunity (for more information Documents and Documents).

You can connect to the opportunity one or more contacts and/or lead in the "information Administrators" section:



To select a contact click : opens a window you can search all contacts and leads (inserting a key research and clicking ) or create a contact card; once you have selected the tab you want click to confirm. Type the role that the contact person will have the opportunity and click .

To delete a tab from the list, select the box in the last column, and then click .

Lower right is following the number relative to the opportunities, contact however the number of items listed in each list is limited ( (Account management), "Tustena Configuration" tab (Tustena configuration)). To display the contacts below click on the number for the list page or on "Next" to switch to the next page. To go back a page click on "Previous". To display all the tabs in a single page click on "All records".

In the sections "Partner" and "Competitors" you can connect the opportunity one or more companies respectively partner or competing in the same way, the only difference is the research methodology (see New contact for the comprehensive description of the search window).

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