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This text refers to program version 8.4  

Opportunity Classes

This page describes the Opportunity Classes setting in the CRM module.

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The Opportunity Class is a means of analysing Opportunities for prioritising. When entering an Opportunity, you can assign it to an Opportunity Class. This will be visible in the 'Opportunities: Browse' window.

If you are using the Workflow Overview to monitor the progress of Opportunities, you will be able to display the Open Opportunities belonging to each Class in separate columns.

If you want to ensure every Opportunity is assigned to an Opportunity Class, select the Require Quotation Class option in the Quotation Settings setting.

To open the Opportunity Classes setting, first ensure you are in the CRM module. Then, if you are using Windows or Mac OS X, click the [Settings] button in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'Opportunity Classes' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Opportunity Classes' in the 'Settings' list. The 'Opportunity Classes: Browse' window will open, listing the Opportunity Classes that you have previously entered.

To add a new Opportunity Class, click in the first blank row. To remove an Opportunity Class, click on the row number on the left of the row containing the record and press the Backspace key. To insert a row, click on the row number where the insertion is to be made and press Return. If you are using iOS or Android, you can add rows by tapping the + button below the matrix. To remove a row, long tap on the row number on the left of the row and select 'Delete Row' from the resulting menu. To insert a row, long tap on the row number where the insertion is to be made and select 'Insert Row' from the resulting menu.

In the Opportunity Class entry window, enter the following data.

Code

Enter the Code for the Opportunity Class in this field. The code can contain up to five characters, and you may freely mix letters and numbers.

Description

To make it easier to remember what the different codes stand for, you can enter a short descriptive text here.

It is recommended that you enter Opportunity Classes in alphabetical order by Code, as shown in the illustration. When you enter a new Opportunity and use 'Paste Special' to choose an Opportunity Class, they will be listed in the same order as they are listed in this setting. If they are in alphabetical order, you will be able to find the correct one quickly and easily.

Click the [Save] button (Windows/Mac OS X) or tap √ (iOS/Android) to save the changes. To close the window without saving changes, click the close box or tap <.

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Settings in the CRM module:

• Introduction
  

• Activity Classes
  

• Activity Consequences
  

• Activity Priorities
  

• Activity Types
  

• Activity Types, Subsystems
  

• Additional Email Recipients
  

• Classification Types
  

• Company Workflow Overview
  

• Contact Classifications
  

• Contact Settings
  

• Courtesy Titles
  

• CRM Settings
  

• Customer Categories
  

• Default Activity Text Codes
  

• Favourite Activity Types
  

• Global CRM Settings
  

• Industries
  

• Info in Customer Status Report
  

• Info in Supplier Status Report
  

• Job Titles
  

• Leads
  

• Lead Sources
  

• Lead Status
  

• Map Setting
  

• Normalized Phone Numbers
  

• Number Series - Activities, N/L Transactions
  

• Number Series - Customer Letters
  

• Number Series - Opportunities
  

• Opportunity Classes
  

• Telephony Settings
  

• Text Types
  

• User Defined Fields - Activities
  

• User Defined Fields - Contacts
  

• User Defined Fields - Items
  

• User Workflow Overview

Go back to:

• Home page for CRM module manual
  

• Home page for Standard ERP manual

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