Potential
The Potential module in PrismERP allows users to manage potential sales deals and track their progress. Users can record related opportunities, products, sales stages, closing probabilities, expected revenue, and competitor details. They can also manage related quotes, track activities, update potential statuses, and generate reports.
Add New Potential
| Field | Action |
|---|---|
| Potential Name | Enter the name of the potential deal. |
| Date | Select the date when the potential was created. |
| Opportunity | Select the related opportunity, if applicable. |
| Potential Owner | Assign the user responsible for managing the potential. |
| Sales Stage | Select the current sales stage of the potential. |
| Product | Select the product associated with the potential. |
| Probability (%) | Enter the probability of closing the deal as a percentage. |
| Exp. Closing Date | Select the expected closing date for the potential. |
| Expected Rev. | Enter the expected revenue from the potential. |
| Top Deal | Enable this option if the potential is a top deal that requires special tracking. |
| Classification | Enter the classification or category of the potential. |
| Description | Enter additional notes or details about the potential, if applicable. |
| Competitor Name | Enter the name of the competitor associated with the potential. |
| Product Name | Enter the competitor’s product name. |
| Product Price | Enter the competitor’s product price. |
| Probability | Select the probability of winning the deal against this competitor. |
Potential List
After adding a potential, it appears in the Potential List, where users can search for and filter potential deals by organization, opportunity, product, sales stage, probability, assigned owners, creator, branch, date range, and classification. Users can also update a potential’s status and edit its details directly from the list.
Potential Details View
From the Potential Details View, users can view and edit potential information, manage related quotes, and track activities scheduled or completed for the potential. They can also check the most recent activity to monitor the potential’s progress.
