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How do I manage Opportunities ?

Overview

Opportunities are potential sales orders and are maintained with a percentage of their probability.

In metasfresh you will find Opportunities as a request type having various different states:

Status Description
10% Starting Point
25%,50%,75% probability raises
100% won
0% lost

Steps

  1. Logon
  2. Open the window “Request”
  3. Select the request type “Opportunity”
  4. Maintain the “Status”

Screenshot


Zur Quelldatei auf github.com