Show TOC

Procedure documentationAdding Sales Opportunities

 

You add sales opportunities to record your activities with potential business partners such as meetings, phone calls or negotiations.

Prerequisites

You have defined the following:

  • Business partners (in Start of the navigation path Business Partners Next navigation step Business Partner Master Data End of the navigation path)

  • Sales employees (in Start of the navigation path Human Resources Next navigation step Employee Master Data End of the navigation path)

  • Sales stages (in Start of the navigation path Administration Next navigation step Setup Next navigation step Sales Opportunities Next navigation step Sales Stages End of the navigation path)

Note Note

You can also define business partners and sales stages from within the Sales Opportunity window while creating or updating the sales opportunity.

End of the note.

Procedure

  1. Choose Start of the navigation path Sales Opportunities Next navigation step Sales Opportunity End of the navigation path.

    The Sales Opportunity window appears in Add mode.

  2. Choose the Business Partner Code.

    In addition to the business partner code and name, the customer's default contact person and sales employee are also displayed. Adjust information as required.

  3. Assign an Owner for each sales opportunity.

    Optionally, assign a different owner for each sales stage.

  4. In the Potential or Stages tab, enter the potential amount for each stage of the sales opportunity.

  5. Enter any optional information, according to your requirements.

  6. Choose Add to save the changes and close the window.