Empower Your Research and Development with Crm Opportunity Management

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good day and thank you for joining us in another myob Advanced Training video in this video we will have a look at Opportunity management accurate forecasting of sales helps your business plan sales forecast generally includes not only sales in contract but also opportunities in the sales pipeline that may deliver Revenue in the future an opportunity progresses through various stages the estimation of future Revenue depends on identified opportunity stage and the probability of success at that stage in our previous video we have created a business account for a prospect we will now add opportunity for this business account in your mob advance system navigate to customer management profiles and click on business accounts and search for your business account we have created previously navigate to the opportunities Tab and add a new opportunity by clicking on the add new opportunity icon an opportunity dialog box will appear into all the relevant information and remember to save your changes under documents details tab add the stock items you have identified for this opportunity and remember to save once you are done let's change the status to open the drop down shows both create contact and create sales order as active only sales orders for existing customers can be created from an opportunity change the stage of the opportunity from Prospect to develop let's come add another activity the prospect said if you discount the laptops by 15 you will win the opportunity on the activities tab add a phone conversation you had with the prospect foreign has been approved you need to go to the documents details Tab and update the laptops by the 15 discount on the opportunities form change the stage of the opportunity to one don't forget to save your changes when you are finished now let's go and convert this Prospect to a customer in your mob advance system navigate to customer management profiles and business accounts search for your business account and go into the business account form the actions drop-down list on the forms toolbar select convert to customer and save your changes [Music] let's go back to the business account on opportunity tab open Opportunity by clicking on the hyperlink for the opportunity ID from the actions drop-down list on the form toolbar select create sales order the order type is sales order click OK and save your changes the sales order for the opportunity is displayed so you can make any changes save and close the sales order so it's ready for processing finally let's have a look at contacts contacts in Moab Advance can be connected to a business account or to customers or suppliers there can also exist on their own you will use contacts when you use a marketing list you can create a marketing list to send marketing emails to anyone who is for example a logistics manager to do this navigate to customer management and click on the new contacts tile into all the relevant information and remember to save your changes please let us know of your feedback and join us again for more as we explore myb Advanced through our training videos thank you for watching