You are reading the documentation for an outdated Corteza release. 2024.9 is the latest stable Corteza release.

Opportunities

The Opportunities page is accessible by clicking on the Opportunities section in the main navigation bar on the top of the screen.

An account can be created either manually, or by generating it from an account.

When generating an opportunity for a given account, you indicate that you have uncovered a potential future sale and thus potential revenue.

An opportunity name should be short and descriptive in order to identify what the opportunity is about quickly. to illustrate; "300 licenses" is a good example as it is short and straight to the point.

The default close date is set to one month after the opportunity is created (can be configured with settings).

The stage field allows you to identify what stage a given opportunity is in. When you create an opportunity, it is set to Qualification. Once correctly qualified, you can move it to Proposal (or to Need Analysis, if more analysis is needed). The last few steps are Negotiation, followed by Closed Won or Closed Lost.

Use the Contact Roles block to create a clear overview of the people related to the opportunity, including the contact data and role.

Adding a new opportunity manually

  1. Navigate to the Opportunities,

  2. click on the + Add button to open the form,

  3. populate the data and press the Save button on the bottom right corner.

Adding products and updating amounts

  1. Navigate to the Opportunities  select an opportunity,

  2. select a price book,

  3. add products by clicking on the + Add button in the "products" block,

  4. click on the Update prices of Products by applying the selected Price Book and inserted discounts button,

  5. press the Save button on the bottom right corner.

You only have to insert the quantity and optionally the discount for a product. Other fields are filled in automatically.

You can overwrite the list price of the product by inserting a different sales price manually.

Generating a quote for the opportunity

  1. Navigate to the Opportunities  select an opportunity,

  2. click on the Create a new Quote for this opportunity button.

Tips for the qualification of leads

It is useful to reflect upon the following data:

  • budget: check whether there is a budget,

  • authority: check if you are able to communicate with the decision-makers,

  • need: check if there is an actual need for the product/service,

  • timeline: check on what timeline the product/service needs to be delivered or implemented, and if this timeline is compatible with your capabilities,

  • competition: check with whom you are competing.