Primerjava izbranih različic
Prikazane so razlike med izbrano in trenutno različico strani.
| Both sides previous revision Prejšnja revizija Naslednja revizija | Prejšnja revizija | ||
|
us:slobase:manual:c_modules:e_opportunities [dd/mm/Y H:i] admin |
us:slobase:manual:c_modules:e_opportunities [dd/mm/Y H:i] (Trenutna) admin |
||
|---|---|---|---|
| Vrstica 18: | Vrstica 18: | ||
| Click //New Opportunity// on [[../../../b_usage:d_loginpage#podrocja| entry section]] to create a new Opportunity. A new window opens (see page below). | Click //New Opportunity// on [[../../../b_usage:d_loginpage#podrocja| entry section]] to create a new Opportunity. A new window opens (see page below). | ||
| - | {{si:slobase:manual:c_modules:oppertunity.png?450}} | + | {{us:slobase:manual:c_modules:newopportunity.png?450}} |
| Enter the Opportunity information. Only information, relevant to you or to your business should be entered. Non relevant entry fields can remain empty or just give us a call and we will remove them. If several users have writing access to the same entry fields, it makes a lot of sense to agree on a common standard for making such entries. In this way all the entered data are unified. Note the obligatory fields as they are marked by a [*] sign. | Enter the Opportunity information. Only information, relevant to you or to your business should be entered. Non relevant entry fields can remain empty or just give us a call and we will remove them. If several users have writing access to the same entry fields, it makes a lot of sense to agree on a common standard for making such entries. In this way all the entered data are unified. Note the obligatory fields as they are marked by a [*] sign. | ||
| Vrstica 82: | Vrstica 82: | ||
| </note> | </note> | ||
| ===== Opportunities Import and Export ==== | ===== Opportunities Import and Export ==== | ||
| - | A list of Accounts can be imported and exported at any time. Please see the [[../../../b_usage:j_importexport#Import and export data]] chapter for more detailed instructions on how to import and export Accounts. | + | A list of Accounts can be imported and exported at any time. Please see the [[../../../b_usage:j_importexport#Import and export data]] chapter for more detailed instructions on how to import and export Accounts. |
| + | |||
| + | ===== Quick overview of Opportunities ===== | ||
| + | On Opportunity module we have prepared some additional filters which we find useful when reviewing the opportunities on daily basis. | ||
| + | |||
| + | These filters can be found on the top of every view in Opportunity module. See picture below. | ||
| + | |||
| + | {{us:slobase:manual:c_modules:opportunities_filters.jpg?450}} | ||
| + | |||
| + | By choosing the owner of the opportunity and sales stage, you can quickly see how many and which opportunities someone has in closing or if he has enough new opportunities. | ||
| + | |||
| + | These filters work in combination with the predefined views on the Opportunity module. You can save a view of all open opportunities for specific opportunity type (solution) and you use quick filters for choosing a specific sales person or/and sales stage. You can choose an individual or more sales people or sales stages at once. | ||
| + | |||
| + | <note>Example: You have a constant view of "All open opportunities for Automotive". By using quick filters above the view you can see how many opportunities George has in sales stage 4-Closing.</note> | ||
| + | |||
| + | You an read more about [[us:slobase:manual:b_usage:g_views|creating views here]]. | ||
| + | |||
| + | ~~ODT~~ | ||