Opportunity

The Opportunity feature in PrismERP provides a structured way to manage all sales opportunities. Users can add new opportunities with complete details, track related activities and potential deals, and update the status of each opportunity as it progresses. The module offers search and filter options, detailed views for each opportunity, management of junked opportunities, and the ability to generate comprehensive reports for analysis and decision-making.

1. New Opportunity

Opportunity Information:

Field	Action
Branch	Select the branch under which the opportunity is created.
Contact Date	Select the date when the opportunity contact was made.
Party	Select the organization or customer related to the opportunity.
Contact Person	Select the contact person associated with the opportunity.
Campaign	Select the campaign linked to this opportunity, if applicable.
Opportunity Source	Select the source of the opportunity.
Opportunity Owner	Assign the user responsible for managing this opportunity.
Opportunity Follower	Select users who will follow or monitor this opportunity.
Status	Select the current status of the opportunity.
Description	Enter additional notes or details about the opportunity.(if applicable)
Opportunity Type	Select the type or category of the opportunity.

Opportunity Items:

Field	Action
Type	Enter the opportunity type.
Name	Enter the opportunity name.

2. List of Opportunity

2.1 Search, Filter & Action

Field	Action
Code	Search opportunities using the unique opportunity code.
Party	Filter opportunities by organization or customer name.
Owner	Filter opportunities by assigned opportunity owner.
Campaign	Search or filter opportunities linked to a specific campaign.
Source	Filter opportunities based on the opportunity source (e.g., Website, Media).
Follower	Filter opportunities by assigned opportunity follower.
Product / Service	Search opportunities by associated product or service.
Status	Filter opportunities by current status.
Created By	Filter opportunities based on the user who created the record.
From	Select the start date to filter opportunities within a date range.
To	Select the end date to filter opportunities within a date range.
Branch	View or filter opportunities by branch or office.
Last Activity	View the most recent activity performed on the opportunity.
Junk Opportunity	Search and view opportunities marked as junk.
Edit	Edit and update opportunity details directly from the list view.

2.2 View Details & Action

Details Information:

Field	Action
Details	Access and edit detailed information of the opportunity.
Potentials	View and manage potential deals linked to this opportunity.
Activities	Track and manage activities scheduled or performed for this opportunity.
Last Activity	View the most recent action performed on the opportunity.

Actions:

Field	Action
Convert to Junk Opportunity	Mark the opportunity as junk if it is no longer valid.
Update Status	Update the current status of the opportunity (e.g., New, Contacted, Qualified).

3. Add Opportunity Source

Field	Action
Name	Enter the name of the opportunity source (e.g., Website, WhatsApp, Media).

4. Opportunity Source List

4.1 Search, Filter & Action

Field	Action
Name	Search opportunity sources by name.
Status	Filter opportunity sources by status (e.g., Active, Inactive) and update the status as needed.
Edit	Edit an existing opportunity source directly from the list.

5. Opportunity List Report

Field	Action
Report	Preview and download report in multiple formats.