Opportunities

With opportunities you manage potential sales or orders for customers.

A potential customer is assigned to an opportunity. All phone calls, e-mails, letters, and so on, are automatically linked to the potential customer to ensure that a comprehensive customer dossier is created.

Creating and editing opportunities

Subject field, here you should enter a name for the data record. Subject field, here you should enter a name for the data record. The data record is usually displayed under this name in all views. Another important field can be displayed in the dossier below the Subject headline. The administrator defines this option in the Management Console.

Longer text for data records is entered in the Notes field. This field contains an editor.

• Entering notes: Text editor

You can enter the number of pieces and prices for each product. Based on these entries and the probability of completion, the resulting totals are calculated.

In a data record with multiple fields in a currency, only one currency can be valid - you can change this currency.

• Changing currency

Tabs

• General tab
• Product items tab
• Dossier tab
• Details tab
• Change log tab

Product items in products

In each opportunity, you can manage products you want to sell or you have already sold using the functions for product items in the corresponding tab.

You can enter products that already exist in CAS genesisWorld as product items. But you can also enter individual products or services which are not saved in CAS genesisWorld as items.

• Creating and editing products

Making phone calls and sending e-mails

The drop-down lists for the Phone call and Send e-mail icons on the opportunities toolbar contain entries for linked customers and all contact persons.

In this way, you can select the respective phone number or e-mail address directly, without opening this address. This ensures that the contact process goes quickly.

• If you make a phone call with a contact persons from the opportunity, this new phone call is linked automatically to the opportunity.
• If you archive an e-mail to the linked customer, then this archived e-mail is linked with the customer and possibly with other data records - depending on the archiving template you are using.

The e-mail is not linked to the opportunity.

• Archiving e-mails: templates

Sums are rounded up

In the opportunity and for items, sums are rounded to two decimal places. This may result in deviations if a large number of items is involved.

For example

Product price: €9.00

Discount: 0.5%

Offered price: €8.96

for one unit, the offered price is €8.96, the same applies to the sum: €8.96

for 100 units, the offered price is €8.96, the sum is: €895.50

The sum is always calculated using the value that is not rounded up.