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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