1. Create Opportunities
Step 1 - Click [Opportunities] in navigation bar. | ||||||||||||||
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Note: if the link not included in navigation bar, click Search button then enter opportunities into search box, select Opportunities - Lists. | ||||||||||||||
Step 2 - Click [New] to create new opportunities. | ||||||||||||||
Step 3 – Enter Sales Opportunities information. | ||||||||||||||
Fill up the key information as mentioned in the table below:
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2. Record Sales Cycle Process
1 - Start Sales Cycle Process | ||||
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Activate 1st stage - Select [Activate First Stage] in Action bar for start the sales cycle. Sales Cycle Stages line to be create by system accordingly. | ||||
2 - Update Sales Cycle Process | ||||
I. Update progress – Select [Update] in Action bar…. II. Update Opportunity form to be prompted, select the action type and fill up the information. Remarks: Estimated sale value is required for update opportunity.
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3. Sales Cycle Process - Create Sales Quote to Customer
1 | Select Create Sales Quote from action bar |
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2 | Fill up Sales Quote information |
Sales Quote to be prompted. Fill up the sales quote details. Please see section for Sales Quote for the details of Sales Quote. |
3. Close Opportunity
1 | Select [Close] from action bar… |
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2 | Fill up the closing information |
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