Opportunity
Last updated
Last updated
Step 1: In the top-right side of the page, click "Add".
Step 2: Fill in the relevant details and click "Save" to create new opportunity.
Customers: Only customer that the current user have the permission to view can be selected.
Opportunity Status, Opportunity Stage, Opportunity Type, and Opportunity Source can be set in [Settings > Dropdown Box > CRM].
Possibility: Must be integers between 0 and 100; if the data entered is negative, fractional, or greater than 100, an error will be prompted.
The opportunity rank is calculated automatically based on the stage and possibility of the opportunity and cannot be modified.
The user can view all the opportunities of the customers that they have been granted permission to view.
Step 1: Open the details page, and it will appear in a pop-up window on the right side of the page. Option 1: Click on the data row directly. Option 2: On the right side of the data row, click on "more ···" and then click "View".
The user may click "New tab open" to open the [Opportunity details] in a new tab.
In [Business Review], the user can create new comments, possibility update, and to update the opportunity stage. Changes will take effect immediately.
Remark:
The review's new possibility will build on the original possibility; if the sum exceeds 100, an error will be prompted.
Can be negative, will minus from the original possibility once the new changes is saved.
Can be in decimal, the system will round it off to the smallest integer.
Click on the customer's name to view more details on the right side of the page.
The opportunity creator can edit the data and/or the opportunity created by other users but the current user has the customer's data edit permission.
Step 1: On the right-side of the data row, click more ···, and click "Edit".
Step 2: Modify the details and click "Save" to implement the new changes made.
Step 1: On the right-side of the data row, click more ···, and click "Delete".
Step 2: Confirm the delete operation, and the data will be deleted and removed from the list.
Step 1: Select the data to be deleted, click "Batch delete" on the bottom left of the page.
Step 2: Confirm the delete operation, and the data will be deleted and removed from the list.
Step 1: Open the relevant Opportunity details, and it would display on the right-side of the page.
Option 1: Click on the data row directly.
Option 2: Go to the right-side of the data row, click more ···, and click "View".
Step 2: Click on the "Log" tab to view the log details.
The log data can be filtered by log type through the operation type, by the creation time using the existing time filter, or by customizing the range with the "Time range" button. Additionally, the [Search log] search box is used to search for log content.
Purpose: To provide a hard copy reference for cross-functional meetings or customer/stakeholder presentations, serving as physical evidence to facilitate discussions and decision-making.
Step 1: Open the Opportunity details page
Option 1: Click on the data row directly
Option 2: On the right-side of the data row, click more ···, and click "View".
Step 2: On the top-right of the detail page, click on "New tab open" to open the [Opportunity details] fully in a new tab.
Step 3: On the top-right side of the page, click "Print".
Step 4: Click "Print".
Remark:
Please note that the Business Review will not be attached and printed together; you will need to switch to the tab and print it separately.
Step 1: In the top-right corner of the page, click "Export".
Step 2: Select or de-select fields to be exported, and click "Confirm" to begin the process.
The system will automatically generate and download the exported data in Excel format onto the user's device.
Remark:
This will export all the data that is shown on the current display list, across all pages. If your settings for the list are set to 10 results per page, the export will still include all existing data, except in cases where the user has applied filters or searched for specific results; in such instances, the system will only export the filtered or queried results.
Users can save their preferred filter by entering/selecting the condition and click "Save" or "Save and Search" to be directed to the result straight away.
Step 2: Fill in the relevant condition and click on "Save".
A new filter condition will be created.
Click on the save icon when completed
New filter is created.
In the Advance Search, click on the (X) to delete the filter.
The users is able to filter opportunity with opportunity name that are similar/matched to the text entered in the search box.
4.2.2 Advance Query
The [Advance Query] allows the users to create complex searches or filters by specifying detailed conditions and criteria.
Step 2: Fill in the relevant condition and click on "Search".
Step 1: Click on the icon next to the search box.
The filter name can be changed by clicking on
Step 1: Click on the icon next to the search box.
