Help / CRM and Marketing

Work an opportunity and create quotes from it

Move a deal through its stages, record why it was won or lost, add line items, and create a quotation, sales order or draft invoice.

Select an opportunity's name in Opportunities to open it. The top of the page shows the Amount, Probability and Weighted value (amount multiplied by probability).

Move it through the stages

1. On an open opportunity, select a stage button: Prospecting, Qualification, Proposal or Negotiation.
2. When the deal is decided, select Mark won or Mark lost.
3. Type the reason. A reason is required: "Why was this opportunity won?" or "Why was this opportunity lost?". Confirm.

Won sets the probability to 100% and Lost sets it to 0%. The reason is shown in an Outcome box.

A closed opportunity cannot be moved with the stage buttons. Select Reopen, choose an open stage, and add an optional note.

Edit the details

On the Overview tab select Edit. You can change the name, contact, currency, amount, probability, expected close date, owner, branch, source, next step, next step date and description. The stage is changed with the stage buttons, not in this form.

Add line items

1. Open the Line Items tab.
2. Search for a product or service to add it, or select Add free-text line.
3. For each line set the description, Qty, Unit price, Disc. % and, if your company uses tax categories, the Tax category.
4. Select Save line items.

When an opportunity has line items, its amount is the total of the lines before tax. Line items cannot be edited once the opportunity is closed.

Create a document from the opportunity

The Sales documents box lists Quotation, Sales Order and Draft invoice, each with a Create button.

1. Make sure the opportunity has at least one line item and is not Lost.
2. Select Create next to the document you want and confirm. The line items are copied into the new document.
3. Use the link that appears to open it in Sales.

Documents are created as drafts. Posting happens in Sales, with any approval your company requires. Each document type can be created once per opportunity.

Activity

The Activity tab keeps a timeline of changes. Type in the box and select Add Note to add a call summary or next step.

Good to know

• If a document creation is interrupted, that slot shows Recovery needed and cannot be retried. You may use Associate an existing draft to link a draft you already made. This records your decision only.
• To delete an opportunity, use the bin button. Opportunities that already have documents cannot be deleted.
• Overview of the pipeline: Track deals in the opportunities pipeline.