Configuring Opportunity Tickets
6 guides
Creating Opportunities
This guide provides detailed instructions on configuring and using a CRM module to manage and customize opportunities in sales processes. It includes sections on the view pane, areas setup, customizing opportunity lists, and steps to raise new opportunities. Instructions are provided for setting default views, utilizing Kanban for visualizing opportunities, and configuring custom fields. The guide also covers copying custom fields from opportunity tickets to new customer records, enabling billable sales tickets, and dynamic field visibility.
How to configure Statement of Work (SoW) Templates
How To Onboard New Customers
Opportunity Configuration
Project Sales Process
The Opportunity Workflow
This article provides a comprehensive guide on modifying an Opportunity Workflow within a sales process. It covers adding visual progress indicators, crafting a workflow flowchart, and incorporating a quick action for emailing quotes. It also discusses automatic progression of workflows based on certain sales actions and concludes with an example scenario of raising an opportunity and navigating through the subsequent workflow stages, including quote management and project creation.