Adding Opportunities

Click the add function either from the controls or by right clicking on the opportunities grid.

Opportunities is based around the enVisual enProcess module and some of it's functions are inherent to enProcess, more details on this can be found in the enProcess help.

The prospective client is displayed at 'a', this will be automatically populated with the prospective client of the currently selected opportunity if launched from the right click option. This can be changed, by using the find function (b) to launch the enVisual GES. If the prospective client currently does not exist as a contact within enVisual then a new contact can be added and selected using search.

Ensure that the global find option is enabled under the performance tab in system configuration if a different style search engine is displayed.

Ensure that the selected process 'c' is 'enVisual - Opportunities Process' or 'CRM Business Opportunity'. This is the same process but may be named 'CRM business opportunity' on older versions.

Ensure that status is set to active and that the start now check box 'd' is ticked.

Click the select button 'e' to begin the addition process. Clicking cancel will cancel starting the process and return to the grid.

Each data capture form has the same navigational control panel. The controls perform the following functions

Closes the process wizard without completing it, which means it can still be updated or edited.

This closes and completes the process wizard, which means that it can still be viewed as read only, but not updated or edited.

In terms of opportunities correct selection of the above controls is important as once you click complete on an opportunity the details of opportunity cannot be updated.

This allows use of the enVisual optional spell checking function. Use of this control will spell check data enter into the data capture form fields.

This allows any communications that have been logged in enVisual against the prospective client to be viewed whilst still keeping the wizard open.

Field Label	Function
Prospective Client	enVisual contact for who the opportunity is being created
Client Type	The type of client, i.e. Individual, Company etc..
Opportunity	Short description of the opportunity
Source	Where the opportunity came from, i.e telephone enquiry
Total Values	Automatic field updated by values on page 2
Age	Automatic field displays age of opportunity in days
Stage	Current status of opportunity
Manager	enVisual user responsible for managing this opportunity
Notes	text notes relating to the opportunity and activities
Campagin	The opportunity can be associated with a campaign here

Field Label	Function
Product Service	The product or service being offered
Stage	The current status of this opportunity
F / Casted value	Anticipated revenue
Closed Value	Actual revenue if the sale is made
Probability Closure	How likely it is that the opportunity will be realized
Forecast Currency	Currency in which the forecast value is given
Closed Currency	Currency in which the opportunity has been realized
Status	Status of the opportunity

On page 2 there is an addition check box labeled bespoke service. This provides provision for the user to detail services that may not be available in the product and service selection list.

The fields are defined in the same way as in the above table, with the difference that the product service field is now open for the user to enter product details.

Page contains large text fields that will enable the user to store notes on any activities associated with this opportunity.

Field Label	Function
Key Decision Makers & Contact Details	Details of persons involved
Opportunity History / Key Issues	Details of activities relating to the opportunity
Completion	Details on the completion even if not realized

Once the required details have been added the wizard can then be closed using the 'close' button. When returning to the Opportunities Grid if the newly added opportunity is not visible then click the refresh button to refresh the view.