Tutorial 10

Adding an Opportunity in Sage SalesLogix

Use the Sage SalesLogix Opportunity Detail view to collect and analyze information related to an opportunity. It is not necessary to complete all information when you add an opportunity. You can add the information that is most important to your company and include more information later. For example, when you add an opportunity, you may want to note the probability of closing the sale, the dollar amount, and the estimated close date. Then add information as the opportunity moves through the pipeline.

• If you do not want to add products while adding a new opportunity, you can add them later using the Products tab in the Opportunity Detail view.
• Adding contacts to an opportunity allows you to target the individuals at the account and designate their roles and influence in the possible sale. If you do not add contacts while adding the new opportunity, you can add them later using the Contacts tab in the Opportunity Detail view.

Our scenario:

There is an opportunity for a sale to Beacon Motors. You want to create a new opportunity and add products and contacts.

To add a new opportunity in Sage SalesLogix

1. Open the Beacon Motors’ Account Detail view.
2. On the Toolbar, click Insert New Opportunity.
3. In the Description box, type the name of the opportunity.
   To help track opportunities, use the account name in the opportunity description. For example, type: Beacon Motors - Phase 1.
4. In the Account box, Beacon Motors appears.
   If it does not appear, use Lookup to locate the account.
5. If necessary, in the Acct. Mgr. box, select the account manager.
6. In the Sales Process box, select the sales process associated with this opportunity.
   If your company does not use sales processes, this box will not appear.
7. In the Est. Close box, type or select the date you expect to close the sale.
8. In the Status box, select the opportunity status.
9. In the Type box, select New.
10. In the Source box, select how you discovered the opportunity.
11. In the Close Prob. box, select the probability of closing this opportunity.
    If you selected a sales process in step 6, the probability is automatically calculated.
12. If necessary, in the Product section, click Add and add a product(s) to this opportunity.
13. To track competitors, in the Competitors section, click Add and associate any competitors with the opportunity.
14. In the Contacts section, click Add, then select Tom Dale and Joan Smith.
15. Click OK.

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