Opportunity
The Opportunity module in PrismERP allows users to record and manage sales opportunities. Users can track opportunity details, assign owners and followers, manage related activities and potential deals, update statuses, and generate reports. They can also search for opportunities, view detailed records, and mark invalid opportunities as junk.
Add New Opportunity
| Field | Action |
|---|---|
| Branch | Select the branch under which the opportunity is created. |
| Contact Date | Select the date when contact was made regarding the opportunity. |
| 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 the opportunity, if applicable. |
| Opportunity Source | Select the source from which the opportunity originated. |
| Opportunity Owner | Assign the user responsible for managing the opportunity. |
| Opportunity Follower | Select the users who will follow or monitor the opportunity. |
| Status | Select the current status of the opportunity. |
| Description | Enter additional notes or details about the opportunity, if applicable. |
| Opportunity Type | Select the opportunity type or category. |
| Type | Enter the opportunity type. |
| Name | Enter the opportunity name. |
Opportunity List
From the Opportunity List, users can search and filter opportunities by code, party, owner, campaign, source, follower, product or service, status, creator, date range, and branch. They can view the most recent activity for each opportunity and edit opportunity details directly from the list. Users can also search for opportunities marked as junk.
Opportunity Details View
From the Opportunity Details View, users can view and edit opportunity information, manage linked potential deals, and track related activities. They can check the most recent activity, mark an opportunity as junk if it is no longer valid, and update its status, such as New, Contacted, or Qualified.
Add Opportunity Source
| Field | Action |
|---|---|
| Name | Enter the name of the opportunity source, such as Website, WhatsApp, or Media. |
Opportunity Source List
From the Opportunity Source List, users can search for sources by name and filter them by status. They can also activate or deactivate a source or edit its details directly from the list.
