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Sales Opportunity Process
Sales Opportunity Process
43 articles in this collection
Written by
Isobel Honour
and
Jess Heald
Enabling Unleashed Sales Order Group on Quotations & Sales Orders
How to enable & set Unleashed's Sales Order Groups on Quotes & Sales Orders within Prospect CRM.
Written by
Isobel Honour
Updated over a week ago
Editing Displayed Columns for Quote Lines
Easily change the columns that are displayed when viewing quote lines on a Quote or Sales Order.
Written by
Isobel Honour
Updated over a week ago
Default Setting for Recalculating Pricing & Discounts
How to turn on the Default Setting for Recalculating Pricing & Discounts when Copying Products from other Quotes.
Written by
Isobel Honour
Updated over a week ago
Quote Line Search Options
Disable or Enable Suggested Products or Recently Searched options for Quote Line Product Search.
Written by
Isobel Honour
Updated over a week ago
Confirming a Quote
This article outlines how to confirm a Quote within the CRM.
Written by
Isobel Honour
Updated over a week ago
Confirming a Sales Order
This article outlines how to confirm a Sales Order within the CRM.
Written by
Isobel Honour
Updated over a week ago
Resequencing Upsell Manager Products
This article outlines how to resequence Upsell Manager products on a Quote.
Written by
Isobel Honour
Updated over a week ago
Adding Quote Groupings to a Quote
This articles outlines how to add Quote Groupings to your Quote.
Written by
Isobel Honour
Updated over a week ago
Reserving Stock when Quoting
This article outlines how to reserve stock when quoting within the CRM.
Written by
Isobel Honour
Updated over a week ago
Reserving Stock for Pre-season Estimates
This article outlines how to reserve stock for pre-season estimates when quoting within the CRM.
Written by
Isobel Honour
Updated over a week ago
CRM Product Creation
This article outlines how to create products in the Accounting System at the point of Order Confirmation.
Written by
Isobel Honour
Updated over a week ago
Different Upsell Manager Links Explained
This article outlines the different Upsell Manager Link options available within the CRM.
Written by
Isobel Honour
Updated over a week ago
Using Upsell Manager Links when Quoting
This article outlines how to add products to your Quote using the Upsell Manager Links.
Written by
Isobel Honour
Updated over a week ago
Using Product Packs when Quoting
This article outlines how to use Product Packs when adding products to a Quote.
Written by
Isobel Honour
Updated over a week ago
Different Ways of Adding Products to a Quote
This article outlines the different ways of adding products to your Quote within the CRM.
Written by
Isobel Honour
Updated over a week ago
Copying Quote Lines
This article outlines how to copy existing Quote lines to a new Quote.
Written by
Isobel Honour
Updated over a week ago
Adding Products to a Quote Using Quick Search
This article outlines how to add products to a Quote using the Quick Search.
Written by
Isobel Honour
Updated over a week ago
Adding Products to a Quote using Multi-line Order Entry
This article outlines how to add products to your Quote using Multi-line Order Entry
Written by
Isobel Honour
Updated over a week ago
Using your Product Restrictions
This article outlines how to use your configured Product Restrictions within the CRM.
Written by
Isobel Honour
Updated over a week ago
3 Reasons why you should use Product Restrictions
This article outlines particular scenarios when product restrictions within the CRM could help your business.
Written by
Isobel Honour
Updated over a week ago
Adding Products to a Quote from Recent Purchase History
This article outlines how to add products using the Recently Purchased search to your Quote.
Written by
Isobel Honour
Updated over a week ago
Importing Products to a Quote from a CSV/Excel File
This article outlines how to import products to a Quote from a CSV or Excel file.
Written by
Isobel Honour
Updated over a week ago
Performing Bulk Actions on Quote Lines
This article outlines how to perform bulk actions when editing Quote lines on a Quote within the CRM.
Written by
Isobel Honour
Updated over a week ago
Configuring Opportunity Statuses
This article outlines how to configure your Opportunity Statuses within the CRM.
Written by
Isobel Honour
Updated over a week ago
Configure Opportunity Analysis
This article will outline how to configure your Opportunity Analysis within the CRM.
Written by
Isobel Honour
Updated over a week ago
Configure Opportunity Size & Margin
This article will outline how to configure your Opportunity Size & Margin within the CRM.
Written by
Isobel Honour
Updated over a week ago
Configure your Opportunity Sources
This article will outline how to configure your Opportunity Sources within the CRM.
Written by
Jess Heald
Updated over a week ago
Sales - Introduction
This article introduces the sales topic and which levels of the CRM Hierarchy it will focus on.
Written by
Isobel Honour
Updated over a week ago
Standard Sales Reports Available
This article outlines the standard Sales Reports available within the CRM.
Written by
Isobel Honour
Updated over a week ago
Configuring Opportunity Pipelines
This article outlines how to configure your Opportunity Pipelines within the CRM.
Written by
Isobel Honour
Updated over a week ago
Using your Quote Document Template
This article outlines how to use your Quote Document templates within the CRM.
Written by
Isobel Honour
Updated over a week ago
Worst, Likely & Best Figures Explained
This article helps to explain how Worst, Likely & Best figures are calculated within the CRM.
Written by
Isobel Honour
Updated over a week ago
Using Opportunity Pipelines
This article outlines how to use the Opportunity Pipelines within the CRM for your Sales Opportunity Process.
Written by
Isobel Honour
Updated over a week ago
At a Glance Information - Division Level
This article outlines where you can find the At a Glance information at Division level within the CRM.
Written by
Isobel Honour
Updated over a week ago
Opportunity, Quotation & Sales Order Defined
This article aims to determine when to use an Opportunity, Quotation & Sales Order, whilst establishing their main differences.
Written by
Isobel Honour
Updated over a week ago
Creating a Sales Order
This article outlines how to create a Sales Order within the CRM.
Written by
Isobel Honour
Updated over a week ago
Creating a Quote Under a Division/Contact
This article outlines how to create a Quote under a Division or Contact.
Written by
Isobel Honour
Updated over a week ago
Creating a New Opportunity
This article outlines how to create a new Opportunity under a Contact.
Written by
Isobel Honour
Updated over a week ago
Creating a Quote under an Opportunity or Problem
This article outlines how to add product lines and create a Quote under a Opportunity or Problem.
Written by
Isobel Honour
Updated over a week ago
Changing a Status
This article outlines how to set and change a status on an Opportunity or Problem.
Written by
Isobel Honour
Updated over a week ago
Template Quotes
This article outlines how to use Template Quotes to create new Quotes within the CRM.
Written by
Isobel Honour
Updated over a week ago
Allow Editable Descriptions, Prices & Discounts on a Quote
This article outlines how to enable editing of certain fields on the line of a Quote.
Written by
Isobel Honour
Updated over a week ago
Setting a Sales Ledger on a Division
This article will outline how to search for and associate a Sales Ledger with a Division.
Written by
Isobel Honour
Updated over a week ago