Creating an Opportunity (SAP Library)

Creating an Opportunity

Use

You use this procedure to maintain key information about an opportunity. You create opportunity records to keep track of sales opportunities.

Procedure

From the navigation bar, choose Opportunities ® Details, to access the Opportunity tile.

Choose and enter the following data:

Field name	Description	Req./Opt./Dep.	User action and values	Comment
Transaction Type	Type of transaction	Req.	Choose the Transaction Type from the dropdown box.
No.	Transaction number	Req.		CRM Online generates the number automatically.
Description	Description of the opportunity	Req.	Give a brief description of the opportunity.
Start Date	Start of the opportunity	Req.	Choose a start date from the calendar control.	The Mobile Sales System defaults to the current date.
Closing Date	End of the opportunity	Req.	Choose an end date from the calendar control.
Delivery Date	Date on which you intend to deliver the product, or render the service	Opt.	Choose a delivery date from the calendar control.
Sales Cycle	Sales cycle relevant to the opportunity	Dep.		The relevant Sales Cycle is displayed automatically when the Transaction Type is selected.
Current Phase	Existing phase of the sales cycle for the opportunity	Req.	Choose an entry from the dropdown box.
Status	Status of the opportunity	Req.	Choose a status from the dropdown box.
Reason	Reason for the status entered	Opt.
Exp. sales vol.	Volume of sales expected for the opportunity	Opt.	Enter the expected sales volume.	The default value is zero.
Exp. prod. value	Value of the products you expect to sell as a result of this opportunity	Dep.
Chance of success	Likelihood that an opportunity will be converted into an order	Req.		The default value is zero. It is expressed as a percentage.
Opportunity group	Category of the opportunity according to business needs	Opt.	Choose the opportunity group from the dropdown box.	This is used for Business Information Warehouse reporting purposes.
Origin	Source of the opportunity	Opt.	Choose a source from the dropdown box.
Priority	Level of importance of the opportunity	Opt.	Choose a value from the dropdown box.
Campaign	Indicates that the opportunity was created through a campaign	Dep.		This field is updated automatically if the opportunity was created through a campaign.
Sales org.	Sales organization to which the opportunity is assigned	Dep.	Choose a sales organization from the Select Employee Sales Area dialog box.	By default, the Mobile Sales system enters the main sales organization to which you are assigned.
Distr. Channel	Type of sales channel	Dep.		It is displayed automatically, based on your user settings in the mobile client.
Person Resp.	Name of the person who created the opportunity	Req.		It is displayed automatically, based on your user settings.
Reference	Indicates that the opportunity has a reference to another opportunity	Opt.
Forecast	Indicates that the opportunity will be used for analysis, which is reflected in the Analysis tile set	Opt.	You can set the indicator to forecast future probabilities.
CRM incomplete	Indicates that an opportunity is incomplete	Dep.		This field is updated automatically, based on CRM Online validation.

Save the opportunity.

Note

You can generate a report on this opportunity, in any language, by choosing Generate Report.

Result

You have created an opportunity. You are assigned as the main person responsible for the opportunity automatically.

Note

A sales representative can be a member of several opportunity sales teams.