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.

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