Sales Opportunity Process
Start capturing leads and progressing them through your opportunity pipelines with the help of these articles.
By Jessica and 4 others5 authors49 articles
- Create an enquirySteps to capture, qualify, and convert an enquiry record in Prospect CRM.
- How to Enable Description-Only LinesThis article outlines how to enable Description-Only Lines for CRM Quotes.
- Selecting which Default Address to Populate Delivery AddressChoose which default address stored within the CRM is used to populate delivery addresses on Quotes and Orders.
- How to set the Accounts Order Status for UnleashedThis article outlines how to choose the Unleashed order status on a Quote/Sales Order before you confirm an Order.
- How to Re-order ProductsLearn two quick ways to place repeat sales orders through the CRM.
- Set Default Cin7 Core (DEAR Inventory) Sales Status and Sales Type for OrdersLearn how to set your default Cin7 Core (DEAR Inventory) Sales Status & Sales Type.
- Setting a Minimum Quote/Order MarginMake sure you're not losing money when discounting products by setting a minimum margin.
- What is an ICP & Why is it Important?Refine your Ideal Customer Persona (ICP) to help understand who you should be targeting.
- Enabling Goals in the CRM (Preview)Setting Goals for your business can be an important factor in your success. Here is how to enable CRM Goals.
- Confirming your Prospect's First OrderHow to confirm your prospect's first order via the CRM straight into your integrated Inventory Management, Accounting or ERP system.
- Enabling Unleashed Sales Order Group on Quotations & Sales OrdersHow to enable & set Unleashed's Sales Order Groups on Quotes & Sales Orders within the CRM.
- Taking Card Payments Using StripeLearn how to use Stripe to take card payments for orders confirmed via the CRM.
- Editing Displayed Columns for Quote LinesEasily change the columns that are displayed when viewing quote lines on a Quote or Sales Order.
- Default Setting for Recalculating Pricing & DiscountsHow to turn on the Default Setting for Recalculating Pricing & Discounts when Copying Products from other Quotes.
- Quote Line Search OptionsDisable or Enable Suggested Products or Recently Searched options for Quote Line Product Search.
- Confirming a QuoteThis article outlines how to confirm a Quote within the CRM.
- Confirm a Sales OrderHow to confirm a Sales Order within the CRM.
- Resequencing Upsell Manager ProductsThis article outlines how to resequence Upsell Manager products on a Quote.
- Adding Quote Groupings to a Quote (Preview)This articles outlines how to add Quote Groupings to your Quote.
- Reserving Stock when QuotingThis article outlines how to reserve stock when quoting within the CRM.
- Reserving Stock for Pre-season EstimatesThis article outlines how to reserve stock for pre-season estimates when quoting within the CRM.
- Copying Quote LinesThis article outlines how to copy existing Quote lines to a new Quote.
- Adding Products to a Quote Using Quick SearchThis article outlines how to add products to a Quote using the Quick Search.
- Adding Products to a Quote using Multi-line Order EntryThis article outlines how to add products to your Quote using Multi-line Order Entry
- Using your Product RestrictionsThis article outlines how to use your configured Product Restrictions within the CRM.
- 3 Reasons why you should use Product RestrictionsThis article outlines particular scenarios when product restrictions within the CRM could help your business.
- Adding Products to a Quote from Recent Purchase HistoryThis article outlines how to add products using the Recently Purchased search to your Quote.
- Performing Bulk Actions on Quote LinesThis article outlines how to perform bulk actions when editing Quote lines on a Quote within the CRM.
- Configuring Opportunity StatusesThis article outlines how to configure your Opportunity Statuses within the CRM.
- Configure Opportunity AnalysisCategorise your Opportunities and improve reporting using Opportunity Analysis.
- Configure Opportunity Size & MarginThis article will outline how to configure your Opportunity Size & Margin within the CRM.
- Configure your Opportunity SourcesTrack where sales opportunities come from using Opportunity Sources.
- Sales: IntroductionThis article introduces the sales topic and which levels of the CRM Hierarchy it will focus on.
- Standard Sales Reports AvailableThis article outlines the standard Sales Reports available within the CRM.
- Using your Quote Document TemplateThis article outlines how to use your Quote Document templates within the CRM.
- Certain, Likely & Optimistic Figures ExplainedThis article helps to explain how Certain, Likely, & Optimistic figures are calculated within the CRM.
- At a Glance Information - Company LevelThis article outlines where you can find the At a Glance information at Company level within the CRM.
- Creating a Quote Under a Company/ContactThis article outlines how to create a Quote under a Company or Contact.
- Creating a New OpportunityThis article outlines how to create a new Opportunity under a Contact.
- Creating a Quote under an Opportunity or ProblemThis article outlines how to add product lines and create a Quote under a Opportunity or Problem.
- Changing a StatusThis article outlines how to set and change a status on an Opportunity or Problem.
- Setting a Sales Ledger on a CompanyThis article will outline how to search for and associate a Sales Ledger with a Company.
- Creating a Sales OrderThis article shows you how to create a Sales Order within the CRM.
- Kanban View/LayoutThis article describes what Kanban Reports are and how they can be used to improve the efficiency of your sales process.
- Opportunity Import ChecklistOverview checklist for importing Opportunities into the CRM.
- Simple Quotes and Sub-Quotes ExplainedThis article will outline when to use simple Quotes vs. sub-Quotes and their differences.
- Opportunity ImporterHow to bulk import Opportunities into the CRM.
- Custom Enquiry field mappingsConfigure your custom enquiry field mappings for when converting an Enquiry to a CRM Record.
- How can data from Opportunities and Quotes be managed and integrated in Access CRM?