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Manage Opportunity

An opportunity arises when potential customers or organizations express interest in a product or service from a campaign or organization. These interested parties seek further details from sales or the company.

1) Add Opportunity​

Required Fields:

  • Party Type: Type of organization
  • Party: Name of the organization
  • Contact Person: Specific contact from the organization
  • Contact Date: Date on which the company contacts the organization
  • Campaign Date: Date the campaign started
  • Opportunity Source: Medium through which the organization or customer connected with the company
  • Opportunity Owner: The person managing the campaign that generated the interest
  • Opportunity Follower: Company representative handling the organization
  • Status: Current status of the opportunity
  • Branch: Branch where the viewer showed interest
  • Opportunity Type: Type of interest (e.g., product, service)
  • Opportunity List: View all recorded opportunities
  • Junk Opportunity List: View inactive, junk, or closed opportunities

2) Opportunity List Page View​

The Opportunity List Page provides search and filtering options:

  • Junk Opportunity List: Navigate to the junk opportunity list
  • Report: Generate a report of opportunities
  • Party Type: Search by organization type
  • Party: Search by organization name
  • Opportunity Code: Search by opportunity code
  • Owner: Search by opportunity owner
  • Campaign: Search by campaign name
  • Source: Search by source of opportunity
  • Product: Search opportunities based on specific products
  • Status: View the status of opportunities

3) Junk Opportunity List Page View​

The Junk Opportunity List Page has the same search features as the Opportunity List Page. Additionally, from this page, users can:

  • Navigate back to the Opportunity List Page
  • Add a new opportunity

This structured system ensures that opportunities are efficiently managed and tracked within the company’s workflow.