How do I manage opportunities?
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:
|25%, 50%, 75%
- Open “Request” from the menu.
- Create a new request.
- In the field Business Partner, enter a part of the business partner name or number and click on the matching result in the drop-down list.
- Select the Request Type Opportunity.
- Under Status select the relevant probability and, if necessary, update it according to current changes.
- metasfresh saves the progress automatically.
Zur Quelldatei auf github.com