Managing Sales Opportunities
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
Prerequisites
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.
Procedure
To view and update a sales opportunity:
From the SAP Business One
Main Menu
, choose
Sales Opportunities
Sales Opportunity
.The
Sales Opportunity
window appears in theAdd
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, thenOK
to close the window.