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:

Steps

1. Open “Request” from the menu.
2. Create a new request.
3. In the field Business Partner, enter part of the business partner name or number and click on the matching result in the drop-down list.
4. Select the Request Type Opportunity.
5. Under Status select the relevant probability and, if necessary, update it according to current changes.
6. metasfresh saves the progress automatically.

Example