Whenever you have a chance to make a sale, it is considered an Opportunity. The xTuple Applications make it easy to track these revenue opportunities with the Opportunity Management system.
To create a new Opportunity, select the "New Opportunity" option. The following screen will appear:
When creating a new Opportunity, you are presented with the following options:
- Name
Enter a name to identify the Opportunity.
- CRM Account
Specify the CRM Account the Opportunity is associated with.
- Amount
Enter the monetary value of the Opportunity.
- Probability
Project the likelihood the Opportunity will be closed.
- Target Close
Specify the date you expect the Opportunity will close.
- Owner
Specify the user who owns the Opportunity.
- Stage
Specify the current stage of the Opportunity.
- Lead Source
Specify the source which generated the Opportunity.
- Opp. Type
Specify the type of Opportunity.
- Actual Close
Specify the date when the Opportunity closed.
- Notes
This is a scrolling text field with word-wrapping for entering Notes related to the Opportunity. Any Notes entered on this screen are for internal purposes only.
To the far right of the screen, the following buttons are available:
- CANCEL
Closes the screen without creating an Opportunity.
- SAVE
Creates the Opportunity and adds it to the master list of Opportunities.
To associate To-Do List items with an Opportunity, select the "To-Do"s" tab. The following screen will appear:
When associating To-Do items with an Opportunity, you are presented with the following options:
- To-Do List
Display lists To-Dos related to the Opportunity.
To the far right of the screen, the following buttons are available:
- NEW
Opens screen for creating a new To-Do List item.
- EDIT
Enables you to edit highlighted To-Do List items. The edit screen is the same as that for creating a new To-Do List item—except that when editing, the fields will contain To-Do List item information. Double-clicking on a To-Do List item will also bring you to the editing screen.
- VIEW
Highlight a To-Do List item and then select this button to reach a read-only view of the "Edit" screen.
- DELETE
Highlight a To-Do List item and then select this button to remove the association between the To-Do List item and the Opportunity
To associate Characteristics with an Opportunity, select the "Characteristics" tab. The following screen will appear:
When associating Characteristics with an Opportunity, you are presented with the following options:
- Characteristics
Display lists the Characteristics related to the Opportunity.
To the far right of the screen, the following buttons are available:
- NEW
Opens screen for creating a new Opportunity Characteristic.
- EDIT
Enables you to edit highlighted Opportunity Characteristics. The edit screen is the same as that for creating a new Opportunity Characteristic—except that when editing, the fields will contain Opportunity Characteristic information. Double-clicking on an Opportunity Characteristic will also bring you to the editing screen.
- DELETE
Highlight an Opportunity Characteristic and then select this button to remove the Characteristic from the list.
To create a new Opportunity Characteristic, select the NEW button. The following screen will appear:
Create New Opportunity Characteristic
To add Comments to an Opportunity, select the "Comments" tab. The following screen will appear:
When adding or reviewing Comments, you are presented with the following options:
- Verbose Text
Select to display all Comments in the list in an expanded view which includes the entire text of each Comment. To edit a Comment, simply select the "Edit" link next to the Comment. That link will not be shown for Changelog Comments, which can't be edited. If the "Verbose Text" option is not selected, the Comment list will display only header level information for each Comment.
- Comments
Display lists Comments related to the record.
To the far right of the screen, the following buttons are available:
- NEW
Opens screen for creating a new Comment.
- VIEW
Highlight a Comment and then select this button to reach a read-only view of the "Edit" screen.
- EDIT
Enables you to edit highlighted Comments—as long as the Comments are not "ChangeLog" Comments. ChangeLog Comments are system-generated and may not be edited. The edit screen is the same as that for creating a new Comment—except that when editing, the fields will contain Comment information. Double-clicking on a Comment will also bring you to the editing screen.
To enter a new Comment, select the NEW button. The following screen will appear:
- Comment Type
Select a Comment Type from the drop-down list to classify the Comment. This is a required step. Comment Types may be system-defined (i.e., "ChangeLog" and "General") or user-defined, as described in Section 13.12, “Comment Types”. Once you have specified a Comment Type, begin typing your Comment in the main text area. The text area features word-wrapping and scroll-bar support for longer Comments.
To the far right of the screen, the following buttons are available:
- CANCEL
Closes the screen without creating the Comment, returning you to the previous screen.
- SAVE
Creates the Comment and adds it to the list of Comments.
- SHOW MORE
Select to show the complete list (i.e., "thread") of Comments associated with the record. To hide the list, simply select the SHOW MORE button again. The Comment thread will show the most recent Comment first.
To access the master list of Opportunities, select the "List Opportunities" option. The following screen will appear.
The "Opportunity List" screen displays information on all existing Opportunities, including the Opportunity name, CRM Account, owner, Stage, and target close date.
To the far right of the list, the following buttons are available:
- CLOSE
Closes the screen, returning you to the application desktop.
Runs the report associated with this screen.
- NEW
Opens screen for creating a new Opportunity.
- EDIT
Enables you to edit highlighted Opportunities. The edit screen is the same as that for creating a new Opportunity—except that when editing, the fields will contain Opportunity information. Double-clicking on an Opportunity will also bring you to the editing screen.
- VIEW
Highlight an Opportunity and then select this button to reach a read-only view of the "Edit" screen.
- DELETE
Highlight an Opportunity and then select this button to remove the Opportunity from the list.