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Opportunities

sales Opportunities

An Opportunity in Naviteer CRM is a qualified sales lead that could be converted into a sale. More specifically it is a chance to sell a prospect product.

This table is a list of all open opportunities for the logged in sales representative (broker).

Opportunities are linked to the Prospective Company (Prospect).

Sales Opportunities are available by selecting Opportunities from the CRM menu.

The Opportunity list is sorted by Opportunity Number. This is a sequentially assigned system number, just like customer orders and contracts.

Opportunities that are no longer in play should be closed so that they are filtered from the list. You can simply enter the opportunity number while the list has focus, to locate it. Press Enter and you will be editing the opportunity. You can click on any column header to sort and then type your search value while the list has focus.

The number now prints in the header of the internal print and the Sales Quote print. This is a good reference number.

The controls in the green boxes and under the opportunity menu all relate to the upper table shadowed in light green.

	Search
	Information on search functions can be reviewed under Search Bar, Quick Search and Search Wizard.

	Check Boxes
	The Include Closed check box will show the Opportunities that have been marked closed in the browse table. Show All check box will show all opportunities entered in the system.

	Transfer Buttons
	See how to use Send To here. Print will print whatever is in the upper list box. Email will start an email to the company listed on the selected opportunity.

Create Orders or Contracts from Opportunity

Create order/contract will send the selected opportunity to order or contract processing. This menu item adds all of the products to an order or contract. The buttons above the product table are for viewing the related orders or contracts created from the opportunity.

Once you select the task bar menu option to create order or contract the following pops up.

Next you are presented with the principal/vendor and customer information and an option to change the ship date.

Create Order and a confirmation pops up closing the opportunity and removing it from the opportunity list. Since the CRM users may not have direct access to order entry the order does not show for the CRM user. However, the order/contract can be viewed from with the product table as shown by the red arrow. The order entry people will see the order as pending.

Opening the order reveals the information passed from the CRM module. The pending status note indicates the order origination.

The order entry person would now confirm all details of the order and set the status as open.

Creating a contract is remarkably similar.

Products

Unlimited products can be added to any opportunity.

The GPM is the calculated Gross Profit Margin.

	Actions
	Unlimited Actions (interactions) can be added to an Opportunity.

	Prospect and Contact
	When adding an opportunity from the main screen the company will be filled in. If from the Opportunities menu item the company has to be selected. The specific contact for this sale lead can be chosen from a drop down.

	Sale Opportunity
	For Description type in the name of the opportunity. Select a product. Enter a quantity for this deal and price quoted.

	Supplier or Principal
	This is the supplier that will provide the products to the prospect or customer.

Sale Step

The sales step is where the sale is in the sale process. Here is an example of categories. You can enter any list that makes sense to your organization.

	Dates
	Enter when the opportunity was started, if a sample was sent, Target date: when you plan on closing the sale and closing date

	Status
	Mark the sale closed when it is complete

	Products
	This is where unlimited products can be added to the quoted Opportunity.