Customer Revenue Opportunity

Overview

Updated 07/08/2021

 

The Revenue Opportunity item of the Customer section allows users to add a sales level, status, competition, projected revenue, as well as attach a sales rep or a message, to a potential client. Once entered, a user can consult this screen to track or edit an entered opportunity.

 

Add a Revenue Opportunity

1. Add a new revenue opportunity by navigating to one of the following:

• The New Revenue Opportunity button located on the upper-left corner of the Revenue Opportunity item in the Customer section.
  
  
• The New Revenue Opportunity button located on the upper-left corner of the Revenue Opportunity item of the Contact section.
  
  
• The New Revenue Opportunity button from any Revenue Opportunity sub-tree item.
  
  
  
  
• Enter data into the fields according to the field definitions provided below. The information for the user, contact, and order associated with the opportunity are on the right side.
  
  

Revenue Info

Field	Description
Revenue Name	A name for the revenue opportunity.
Revenue Description	A description for this revenue opportunity.
Status	A drop-down menu providing status (active, inactive, etc.) options for this opportunity.
Expected Revenue	An estimated dollar amount.
Revenue Period	The period (Default: Weekly, Monthly, Quarterly, Yearly) for this opportunity.
Revenue Competition	A free-text field for competition on this revenue opportunity.

Revenue Forecasting

Field	Description
Sales Close Level	A percentage of completion towards closing this revenue opportunity.
Expected Close Date	The date this opportunity is expected to be closed on from the date picker.

Revenue Dates 

Field	Description
Start Date	Select the start date for the opportunity from the date picker.
End Date	Select the end date for the opportunity from the date picker.

 

3.   Click the Finish button to save the opportunity.

 

 

Attach a Message to a Revenue Opportunity

This section details how to create a message and have it attach to a Revenue opportunity.

1. From the Revenue Opportunity sub-tree section, select a revenue opportunity and click the Message button.
   
   
   
   
2. A New Message window will open. Enter data into the fields according to the field definitions provided below.
   
   
   
   

 

Message

Field	Description
Action Type	The action type for this message.
Description	The description of this action type.
Subject	A subject that will be included with the message when it's sent.
Message	Body text that will be included in the message.

Make This

Field	Description
First drop-down menu	The type of communication (message, task, etc.)
Second drop-down menu	The date of the communication.

Message Link

Field	Description	Additional Information
Attach To	Additional items for this message to be attached to.	If you started this message from the Customer sub-tree item, it will be attached to the customer. Vice versa if it was started from the Contact sub-tree item. This feature is available in Avionté version 13.2 and subsequent versions
Search Type	Select where to search for your desired item.
Search Text	Enter a value to search for.
Search Result	Select the desired item from the generated drop-down list.

 

Note: View all of the items this message will be attached to via the Attached To group.

 

 

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