Sales Opportunity: Stages Tab

Use this tab to monitor the various phases of a sales activity, and to create a new phase, as necessary.

To access this tab, choose Sales Opportunities Sales Opportunity Stages .

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.

Start Date
Enter the date when the first activity begins, per stage. The start date of each stage must be equal to or later than: - the start date specified in the general area - the closing date of the previous stage

Closing Date
Enter the expected closing date, per stage. If the closing date for the last stage is later than the predicted closing date specified in the Potential tab, the latter is updated accordingly.

Sales Employee
Specify the relevant sales person for each stage. Default display: Sales employee defined in the business partner master data No default defined: Field displays user defined in user preferences. No employee defined: Field displays No Sales Employee.

Stage
Click to choose a stage from a predefined list, or define a new one. You can choose any stage, regardless of the order in which it was defined. Information from the previous stage is displayed in a newly added row. Note To add a new row, the previous row's stage cannot be designated as Canceled. To change this, choose Administration Setup Sales Opportunities Sales Stages . End of the note.

%
Displays the closing percentage defined as the default for the sales stage; editable. View this figure in graphical format in the Closing % field of the general area.

Potential Amount
Reflects the value in the Potential Amount field on the Potential tab, and vice versa.

Weighted Amount
Sum in Potential Amount multiplied by the percentage (%) of the last stage.

Document Type
Specify the type to relate a document to the current stage.

Show BPs Docs
Displays only business partner documents for attachment to a specific sales stage; otherwise, all document types selected in the previous field are available for selection.

Doc. No.
To attach a specific document to a stage, enter the document number, or click and select it from the List of Documents window. Choosing a newly created document prompts a confirmation message to update the amount and gross profit. Choose Yes to update the document amount for the current stage, and Potential Amount and Gross Profit Total in the Potential tab. These amounts exclude tax.

Activities
To create or update an activity related to a sales stage, click (Link Arrow). If an activity has already been related to this stage, the Activities Overview window appears when you select the link arrow.

Owner
Designate one sales employee as responsible for all stages, or specify a different employee per stage.