- New opportunity
- Kanban/List view
- Opportunity details
- Notes, tasks and history
Once the lead is qualified and converted it moves up the pipeline to Opportunities. This is the stage when you have a person or company interested in working with you. Now you need to find out his/her requirements, make an offer and close the deal (or not). This menu in EasyERP is where you collect all data on sales opportunities sorted by sub-stages and with determined expected revenue to each of them.
One way a new opportunity is created in the system is when a lead is converted. The other way is simply adding the new record to Opportunities. For that you click New button in the top left, fill all the required fields and click Create. You have to provide subject, figure of expected revenue, assigned person (sales manager), and stage. You can also assign it to a person (contact) or company already existing in your database, specify the expected closing date and add notes or files.
Obviously, in this section of CRM you`ll find the list of all sales opportunities generated by your company. It can be shown in the plain list or kanban view, and it contains just a few basic pieces of information for a quick overview. By default, opportunities are grouped in chronological order, based on the last editing of records.
Users can switch the view of opportunities between kanban and list by clicking the respective button in the top right corner.
By default, opportunities are split into 7 categories (stages) in the system:
- To estimate
- Send offer
- Done estimate
- PM approval
- In development
These stages form complete workflow. Users can set stages for opportunities in the system to navigate the sales process. All the records will be grouped in those stages in kanban view, and a progress bar of stages will be shown in every opportunity. Here you may see how we move the opportunity through workflow in Opporunity details tab.
Last two categories basically represent the end result of working with the opportunity: “in development” means you won opportunity, and "lost" opportunity speaks for itself. You easily can edit the categories, all that`s necessary - go to Settings/Workflows and find Opportunities tab.
Every column automatically displays the total sum of expected revenue of all opportunities in it.
Up to 10 records are displayed in every column, though it can also be edited by clicking Settings button in the top. And in kanban view you can collapse every column to just a textline using (<) sign button, or expand it back by clicking on the column itself.
Opportunities on the main board display the basic information: subject line, sales person assigned, expected revenue, and tags.
On the main board, in kanban view, you can move opportunities through the stages by simply drag-n-dropping the items.
Double-click on the opportunity opens up the detailed data page similar to leads detail tab. There you can fill in and/or edit all the related information, add tags, move to other stages, leave notes, create tasks, view history, and add followers who will be also notified about the process.
It is very helpful to use tags - that way all EasyERP users are able to see the type of work, pricing type, the department involved at once. For instance, you can see whether “Fixed price” or “Time & Resources” is applied, and a work field, so it is easier to navigate and to familiarize with all what’s going on with opportunities. You can add, edit or delete any tag.
In list view you can sort the list of opportunities - using clickable column titles:
- Expected revenue
- Closing date
- Assigned to
- Edited by
Textual records will be sorted alphabetically and counter-alphabetically upon clicking. Digital records will be sorted in descending and ascending order upon clicking.
If you have a large amount of opportunity records in your database, and you want to check a specific category or sort by a specific parameter, there’s a search box in the top right of the screen.
To search quicker and in a more targeted way, you can use filters: by the customer, by the sales person and by stage.
This section of opportunity page holds initial information to work with. These details are also displayed in opportunities list as the preview - Name, Amount, Close date, Assigned to, and tags.
Notes, tasks and history
In top right section Notes, Tasks and History are shown. If you have some important details you are trying not to leave out or forget, you can add a Note by simply typing it in the text field and saving it. The created note will appear in the history with date and time of creation.
In the same section, you can create a task(s) in Create task tab. You need to select the person that you want to assign the task to, select the category, set the date and time, add a description for the task, attach the file if needed and press Save button.
Users are able to trace activities related to any opportunity. A green button Follow is if you personally want to follow a specific opportunity. You can also assign other users to follow, for example, a project manager - click Followers button next to the Follow button and add a person from dropdown list.
In History all the changes and edits you’ve made to an opportunity are displayed. The log in this history section will be made if you create tasks, leave notes, edit opportunity, attach files, or move it to another stage.
An opportunity record could be linked to your customers, either Persons or Companies. In Contact section you can add a person by clicking plus-sign mark and then select it from dropdown list or create a new one.
In Company section you can add a company affiliated to an opportunity, by clicking plus-sign mark and then select it from dropdown list or create a new one.
You can attach files of any type. Maximum file size is 10 Megabytes. You can download the attached file by clicking on it. Hovering the mouse over a file name will show delete button.View the original page