PrismERP’s CRM add potential form facilitates to create potentiality according to opportunity with status of the particular lead.
1) Add Potential:
From the above screenshot view we can see
a) Potential List: Can go to the potential list from the add page
b) Opportunity: From which opportunity the potential has been raised
c) Potential Owner: Head Person of the Organization
d) Budget: Approximate Expense on client.
e) Expected Revenue: what type of income can come out from the customer. (Approximate estimated value)
f) Sales Stage: Current stage and condition of the organization for the sale.
g) Probability (%): Estimated percentage of the chances of getting product sold to the customer.
h) Expected Closing Date: Specified date on which the sale potential gets expired
i) Branch: Assigned Branch under which the potential raised
j) Competitor list: Another Market Competitor on which organization can move for the same thing for buying.
a) Competitor’s Name: Name of the Company
b) Product’s name: Name of the Product
c) Product’s Price: Estimated price of their product
d) Probability: Chances for the organization to buy their product.
2) Potential List Page:
Potential List page provides the following search, add report and filtering options:
a) Add icon: Adding a new potential from the list
b) Report: Can go to the report page of potential
c) Potential Code: Can search a specific potential with the code, can enter a specific potential too
d) Opportunity Code: Can search a specific opportunity with the code ,can enter a specific opportunity too from the potential list.
e) Owner: Can search specific potential through the name of the owner of organization
f) Budget: Can search potential through budget input
g) Sales Stage: Can search a particular potential through Sales stage
h) Product: Can search a potential with a specific product interest on potential list
i) Date Range: Can search a potential from from specific date range.
3) View Page of Specific or Existing Potential:
The above screenshot shows the following options available for an existing potential page view
a) Attend able Survey:
b) Add option: User can add organization, potentials, opportunities and quotes from the view page.
c) Potential List: Can go back to the potential list
d) Edit Details Info: Can edit or change the details information of the potential
e) Quotes: Can edit and change the financial quote
f) Activities: Can edit the activities
g) Edit Competitors List: Can edit or change the status of competitors in the market.