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The Sales Rep will only be able to add an opportunity and view all opportunities created by him/her. On the Sales Rep window, there are buttons that you will not see and only Sales Managers will be able to see them. This is governed by the "Is Sales Manager" checkbox on the User Details window. For more details about the Is Sales Manager, checkbox click on this link Users.

The Sales Manager will be able to see all opportunities created by Sales Rep, Filter per user, Assign Opportunities, and Auto Assign. The differences are with the Sales Rep window you only see opportunities created by you.

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Company name

nametial

Fields

Description

Company Company name of new client.

Description

This is the name the User chooses for an opportunity.

Contact

Enter the name of the contact person at that company.

Contact Number

The primary external contact's number for the opportunity.

Date Added

The date when the lead was added.

Target Date

The target closing date.

Status

The current status of the opportunity as per the set status names. User can configure these names in the Look Up code section.

  • Prospect
  • Proposal
  • Accepted
  • Declined
  • The default for Status is set as "Prospect"

Probability

The likelihood of closing the opportunity, and having it become a job bag.

Cost Price

The cost to company of the sale.

Sale Value

Estimated monetary amount of the opportunity.

Assigned To

User who created the opportunity and is assigned to it.

Client Parent CompanyThe holding company for the new client.
FY Est RevenueEstimated rand revenue if won in the current fiscal (full year).
FY Annualised RevenueFull year annualised rand revenue (a 12-month figure, ignoring fiscal). This column must be equal to or greater than Full Years Estimated Revenue.
IndustryProspective client industry.
Last ActionEnter notes about the status of the latest activity on the opportunity.
Last Action dateThe latest activity date. This field will populate with the last date that the user added notes in the "Last Action" field. Users will be able to change the Last Action Date however they cannot add trhe Last Action Date before additng a Last Action.
Due DateThe next activity on the opportunity set as a Reminder date on the opportunity.

Upload File(s) button

Allows you to upload external documents.

Notes

Add additional notes about the opportunity in this section.

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