Managing a sales opportunity entails maintaining data that pertains to the various activities of each stage of the process, until the opportunity is classified as won or lost, and is closed.
Using the Sales Opportunity window, you can:
Monitor information on potential sales volumes
Update the progress of negotiations
Analyze each stage of the sales process
Produce reports, see Generating Sales Opportunity Reports
Close or delete a file, see Closing and Deleting Sales Opportunities
Reopen a closed sales opportunity
You have defined business partners, either in Business Partner Master Data, or in the Sales Opportunity window.
You have created a sales opportunity, see Adding a Sales Opportunity.
To view and update a sales opportunity:
From the SAP Business One Main Menu, choose
.The Sales Opportunity window appears in the Add mode.
Switch to Find mode.
In No., specify the number of the relevant sales opportunity, or use the SAP Business One standard search functions.
Update the required details.
Choose Update to save the changes, then OK to close the window.