Business Opportunity

[About Business Opportunity]

[To Customer Relationship Management]

Usage

Use this window to enter, process and view information on the business opportunity.

For the description of each tab in the window, follow the appropriate link: General, Opportunity Lines, Representatives, Contact, Activities, Competitors, Line Revision, References, Valid for Sites, Access, History.

Activity Diagrams

Enter Business Opportunity
Handle Business Opportunity

Activities

Enter Business Opportunity Header
Enter General Business Opportunity Information
Enter Opportunity Line
Enter Representatives for Opportunity
Enter Contact for Opportunity
Create Business Activity from Business Opportunity
Connect Business Opportunity to Existing Business Activity
Enter Business Opportunity Competitors
Enter Competitor to Opportunity Line
Create Business Opportunity Revision
Manage Contribution Margins - Business Opportunity
Register Non-Existing Part

Set Business Opportunity On-Hold
Create Sales Quotation from Business Opportunity
Create Sales Quotation from Opportunity Line
Create Service Quotation from Business Opportunity
Create Service Quotation from Opportunity Line
Create Customer Order from Business Opportunity
Create Customer Order from Opportunity Line
Cancel Business Opportunity
Close Business Opportunity
Copy Business Opportunity
Create Mail

Create configuration
Edit configuration
Copy configuration
View configuration

View Opportunity References
View Business Opportunity Site
Enter Opportunity Access | View Activity Access
View Opportunity History
View Opportunity Line History