ISIS

Opportunity Module

OPPORTUNITY MODULE

An opportunity means that a client is likely to close a deal due to a time-based or resource-based need. Your sales team and/or your management team can track opportunities by date and use this tool to manage customer interactions more effectively.

Track all your Clients/Customers or Distributors/Resellers/Manufacturers Representatives Opportunities in this Module.

Opportunity fields
Company name
Contact
Type (Opportunity or Project)
Name
Group (This is if you have a Master Opportunity and want to track multiple opportunities under one master opportunity)
Account Exec.
Probability
Status (Prospecting, Qualification, Needs analysis, value proposition, ID Decision makers, Perception analysis, Proposal/Price Quote, Negotiation/Review, Closed Won, Closed Lost, In Progress, Completed, Cancelled)
Number (If your team uses numbers to track opportunities then this where you track it)
Active or in-Active
Proposed Close Date
Total Value (This is a dollar amount for the opportunity)
Notes and Comments area

Search an Opportunity by:
Company
Contact
Acct Exec.
Proposed date range (From and To)
Type (Opportunity or Project)
Status
Group (This is if you have a Master Opportunity and want to track multiple opportunities under one master opportunity)
Partners (You can search Opportunities for a company and it's partners. Example track all your distributors or dealers opportunities)
Active/In-Active
Probability
Search (This is where you can search for a Name of a Opportunity)

In a Opportunity listing you can see these columns:
Action (Delete and/or edit an opportunity)
Company
Name
Status
Probability
Acct Exec.
Proposed close date.
Value

Groups Menu
This is where you can create Master Opportunities and/or Groups. This will allow you to place multiple Opportunities or Groups under a Master group to be able to report on all the Opp/Projects located under that Master group.

The Opportunity Mini-view is a quick and easy way to view your and/or your teams opportunities on the main landing page. See Opportunity Mini-view help for details.

Related Categories:

		How to Create an Opportunity (Opportunity Module)
		Opportunity Master Groups
		Opportunity Reporting
		Security and Access Rights and Privileges (Opportunity Module)