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How do I manage opportunities?

Overview

Opportunities are potential sales possibilities that are indicated by a percentage of their probability.

In metasfresh, opportunities are managed as request types with different status possibilities:

Status Description
10% Starting Point
25%,50%,75% Increasing probability
100% Acquired
0% Lost

Steps

  1. Open “Request” from the menu.
  2. Create a new request.
  3. Enter a part of the business partner name or number.

    Note 1: Hit SPACE to see all available partners.

    Note 2: Select one of the shown options with the mouse or .

  4. Select the Request Type Opportunity.
  5. Under Status select the relevant probability and, if necessary, update it according to current changes.

Example


Zur Quelldatei auf github.com