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Exact Synergy Enterprise   
 

Viewing opportunity cards

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Modules Customers Reports Opportunity management Search

Introduction

The opportunity card is considered the main component of opportunity management. All information about the opportunity, for example, contracts, the sales cycle process, relevant documents, projects, items, and partners are contained within the opportunity card. In the process of converting an opportunity into a completed sales deal, there may be changes or relevant information to be added to the opportunity card.

In Exact Synergy Enterprise, you have the flexibility of customizing your opportunity card to easily view the information. When you access the opportunity card, the most important information such as the status of the deal and the sales cycle stage is automatically displayed in the header of the screen. You can also see the historical progress along the sales cycle stages and important sales information such as the status of the deal, the stage it is in, the planned amount, and the probability of winning the deal. This information can also be presented in a form of a graph within the opportunity card for a clearer presentation of data.

Users with the following access rights are allowed to view and modify the additional information in the opportunity card.

  • The security level of the user is higher than or equals the security level of the opportunity card.
  • The user is the creator of the opportunity.
  • The user is the owner of the opportunity.
  • The user is the manager of the opportunity owner.
  • The user is currently involved in the request which is part of the sales cycle process for the opportunity. This also includes people who are included in the request through the Assume, Assign, and Remark functions. For more information, see Creating and modifying requests.

Roles and rights

All users can view the opportunity cards.

Note:

  • For more details on function rights, go to Modules System Setup Security Function rights.
  • For more details on roles, got to Modules System Setup Security Roles.

What version are you using?

The information in this document is applicable to product update 264 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I view opportunity cards?

  1. On the Opportunities: Search page, define the relevant criteria.
  2. Click Show.
  3. Click on the relevant link in the Opportunity: Description column to display the Opportunity card page.

How do I modify details of opportunities?

  1. On the Opportunities: Search page, define the relevant criteria.
  2. Click Show.
  3. Click on the relevant link in the Opportunity: Description column to display the Opportunity card page.
  4. Click Edit.
  5. Make the necessary changes.
  6. Click Save.

How do I delete existing opportunities?

  1. On the Opportunities: Search page, define the relevant criteria.
  2. Click Show.
  3. Click on the relevant link in the Opportunity: Description column to display the Opportunity card page.
  4. Click Delete. A message will be displayed to confirm the action.
  5. Click OK to continue with the deletion.

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Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 15.965.075
 Assortment:  Date: 20-10-2020
 Release: 252  Attachment:
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ESE-OH264-Viewing opportunity cards02.docx 50.0 KB Download