Opportunities
Learn how to add and manage opportunities in Aurea CRM.pad.
Viewing/Editing Opportunities
To view/edit opportunities:
- You can:
- Switch to the desired company and then to the Opportunities tab. Opportunities linked to the company are displayed.
- Tap on and select Opportunities. All opportunities that are assigned to you are displayed. You can limit the hits by defining search criteria, selecting a filter or switching to a tab.
The tasks are listed.
- Tap on an item to display its details.
- Tap on
(Edit) to edit the data.Note: As certain edits in CRM.pad can interfere with Aurea CRM web's opportunity process, you can only edit the first process step.
Note: You can view linked data such as opportunity products, competitors and more by switching
to the desired tab.
Adding Opportunities
To add an opportunity:
- Switch to the desired company
- Tap on Actions and select Add Opportunity.
- Enter the data.
- Save.
Opportunity Products
You can view products linked to the opportunity by switching to the Products tab.
Note: Opportunity products must be added in Aurea CRM web.
Competitors
You can view your competitors by switching to the Competitors tab.
Note: Competitors products must be added in Aurea CRM web.