Lead-Opportunity
Leads, Opportunities
Leads and opportunities are all ongoing processes with customers that have not yet led to an offer. There can be any number of different opportunities for each customer/prospect.
The type of contact ranges from loose contact, e.g. as the addressee of a mailing campaign, to ongoing acquisition processes with, for example, demo and visit appointments.
Once the customer contact has progressed to the point where a concrete offer is created, the opportunity is converted into an offer and processing of the opportunity is blocked.
The following toolbar is displayed in the Opportunities tab:
Creating an opportunity with the selection of the address. If the opportunity was accidentally created for the wrong address, this can be changed by selecting a new address of the type customer/prospect in the Addresses sub-tab. An easier way to create a new opportunity is to open the desired address and click on the icon for creating an opportunity in its toolbar.
Saving the data
Search for data records with the criteria entered in the Search tab
Generate printouts in the form of reports or ePOS print rule sets
Delete the opportunity . In the search filter, pressing this button causes all fields to be emptied.
Cut a selected text.
Copying a selected text
Paste a text from the clipboard
Go back to the last edited object. All edited objects are saved in the editing history. The list of objects can be displayed in the dashboard.
Open the address of the current opportunity or open the project if the opportunity is assigned to a project.
Assign an additional address to the current opportunity. After selecting the address type, a dialog for searching for the address appears. In the results list of this search, the desired address is selected by double-clicking. If Customer/Interested party is selected as the address type, the opportunity is attached to the new address. This symbol is only active if the Relationships tab is active.
Create a report for this opportunity
Creating an offer from the opportunity data and blocking the opportunity
Create a new opportunity for the same address
These symbols are shown/hidden depending on the tab selected. In the Search and List tabs, all symbols relating to operations on a specific object are omitted.
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