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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. 
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Step 2 - Click [New] to create new opportunities. |
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Step 3 – Enter Sales Opportunities information. |
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Fill up the key information as mentioned in the table below: Fields | Details | No. | According to system setup - Auto generate by system | Description | Fill up the Opportunity description | Contact | Contact must create in Contact Card | Salesperson Code | Select Salesperson code if any | Priority | Default Normal, change if needs | Sales Cycle Code | Select Sales Cycle Code from the list |
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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. 
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2 - Update Sales Cycle Process |
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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. 
Fields | Details |
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Action Type | Use the Action Type field to move the opportunity through the sales cycle stages: l Next moves the opportunity forward one stage. l Skip moves the opportunity forward one or several stages in the sales cycle, which you specify in the Presentation field. You can only skip stages that have been set up to allow skipping. l Previous moves the opportunity back one stage. l Jump moves the opportunity back one or several stages in the sales cycle, which you specify in the Presentation field. l Update enables you to change information (such as to modify your evaluation of their chances of success and estimated values) without moving to another stage |
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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 |
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| 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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| - Opportunity Status – Option: Won / Lost
- Close Opportunity Code – select from pre-define list.
- Closing Date
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