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New opportunity

In this form, all general information related to the Opportunity that you want to enter will be included. The Opportunity screen is composed of three parts:

  • the first part at the top shows any associated workflows; each user can create their own workflow based on corporate CRM needs; refer to the related guide on Workflows for more details;
  • the central part presents the Header of the Opportunity, with general and demographic information, some of which are mandatory and others not;
  • below, there are various tabs that report the different operations carried out and will be addressed later in this guide.

Opportunity Management​

Specific buttons in the ribbon bar:

Save: button to save the Opportunity and its related modifications;
Calculate values: button to recalculate the values of the opportunity based on the offer to which the opportunity is linked.

Opportunity Type: used to define the Opportunity Type being entered. On the opportunity type, it is also possible to indicate a default pipeline flux;

Number: a value automatically assigned by Fluentis that allows for a unique identification of the opportunity;

Title: this field, which is mandatory, allows defining a title for the opportunity so that it can be recognized more easily;

Creation date: this date indicates when the opportunity was entered into Fluentis;

Closed date: this field allows you to indicate a closing date for the opportunity and can serve as a filter in the opportunity search mask;

Contact: this field is used to specify the Contact to whom the opportunity is assigned. It refers to the contacts register of the CRM;

Main Agent: this data is retrieved automatically based on what is indicated in the CRM contact registry for the owner of the opportunity;

Currency: indicates the currency in which the values of the opportunity should be expressed;

Time Elapsed from Last Activity: indicates the time elapsed from the last activity was recorded for the opportunity in question;

Probability progress: used to indicate a % of probability of success related to the opportunity;

Contact quality: used to indicate the quality of the contact assigned to the opportunity;

Won/Lost: used to indicate whether the opportunity has been won or lost;

Reasons: in this field, you can select the reasons for the winning or losing of the opportunity;

Description: used to further detail the reasons that led to the winning or losing of the opportunity;

Net amount: this field reports the total value of the opportunity net of discounts; this field is automatically filled in by completing the underlying Detail tab;

Gross amount: this field reports the total value of the opportunity including discounts; this field is automatically filled in by completing the underlying Detail tab;

Discounts: this field reports the total discounts of the opportunity; this field is automatically filled in by completing the underlying Detail tab;

Earnings Before Interest and Taxes: in this manually filled field, the user must indicate the expected gross margin for the opportunity;

Expected Sales Order Date: in this field, you can indicate an expected date for the issuance of the first order related to the opportunity;

Expected Sales Invoices Date: in this field, you can indicate an expected date for the issuance of the first invoice related to the opportunity.

In the third and final section of Opportunity Management, there are 4 tabs:

Workflow Logs​

In this tab, the activities related to the workflow associated with this Opportunity are displayed. This tab appears if a workflow is associated with this object.

Detail​

In this tab, the economic detail of the offer is shown. For each detail line, the following can be specified:
Family Product: refers to the Product Family table;
Description: the description of the previously selected Product Family;
Gross amount: allows indicating the amount of the opportunity, for the previously indicated product family, net of discounts;
Discount: allows indicating the discount amount applied for the previously indicated product family;
Net amount: calculated as the difference between the Gross amount and Discount fields;
Expected revenue: allows indicating what will be the actual forecast value of the opportunity line;
Expected sales invoice date: corresponds to the date on which it is expected to invoice the opportunity in question;
Expected sales delivery date: corresponds to the date on which it is expected to bill the opportunity in question;
Expected Sales Order Date: corresponds to the date on which it is expected to issue the order for the opportunity in question;
Closed date: the date on which the line in question was closed;
Note: in this field, it is possible to indicate any notes related to the line in question.

Sales Offers​

In this tab, the offers linked to the opportunity are displayed. By double-clicking on the offer line, you access the view/edit mode of the offer itself.
Note: in this field, you can provide additional notes.

In this tab, you can view the files attached to the opportunity or proceed to attach new files using the drag and drop procedure.