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Identification Group
Opportunity Name - Text
Enter a description of the sales Opportunity as your client would describe it. State the objective the client is trying to achieve.
Company Name - Text
Enter the Company name. Outlook contact information may be used in this field.
Contact - Text
The name of your primary contact at the organization. Outlook contact information may be used in this field
Role - List
Choices are Business User, Decision Maker, Economic Buyer, Economic Decision Maker, Evaluator, Executive Sponsor, Influencer, Not Yet Know, Technical Buyer, Other
Email - Text
Enter the contact's email address. Outlook contact information may be used in this field.
Phone - Text
Enter the contact's telephone number. Outlook contact information may be used in this field.
Address - Text
Enter the contact's name & Address
Product & Pricing Group
Product - Text
Enter you product or service description.
Discount - List
Choose a discount for this Opportunity. Choices are: 0%, 5%, 10%, 15%, 20%, 25%, 30%, 35%, 40%, 45%, 50%. This field is used as part of the revenue calculation.
Quantity - Text
Enter a unit quantity for this Opportunity. This field is used as part of the revenue calculation.
Price - Text
Enter the unity price for this amount. This field is used as part of the revenue calculation.
Environment Group
Stage - List
Select the sales Opportunity Stage.
Probability - List
Select the sales Opportunity Probability.
Status - List
Choices are : Open - New Lead, Open - In Process, Open - Forecast, On Hold - Customer Delay, Closed - Won, Closed - Lost to Competition, Closed - No Decision Made, Closed - Postponed
Competition - Text
Enter the primary competitor for this sales Opportunity.
Lead Source - List
Identify the source of this sales Opportunity. Choices are: Advertisement, Internet, Campaign, Trade Show, Call In, Prospecting, Cold Call, Reference.
Type of Customer - List
Not Yet Known, Direct, Indirect, Federal Government, Fortune 100, Fortune 500, Public, Private, Small Business, State and Local Government, Partner, Reseller.
Order Date - Date
Enter the date that you expect to get a decision or order for this sales Opportunity.
Conclusion - List
Provides a 'reason for success' or a 'reason for failure' once you know the outcome of an Opportunity. If you also have the DSM, you may archive closed Opportunities for later reporting and analyze these 'reasons. The choices are: Won - Price, Won - Cost of Ownership, Won - Financing, Won - Delivery, Won - Product Features, Won - Service/Support, Won - Relationship, Won - Brand, No Decision, Lost - Price, Lost - Cost of Ownership, Lost - Financing, Lost - Delivery, Lost - Product Features, Lost - Service/Support, Lost - Relationship, Lost - Brand
Features Group
Features - Checklist
Mark those features that are a positive influence in this sales Opportunity: Price, Cost of Ownership, Financing, Delivery, Product Features, Service/Support, Relationship , Market Position/Reputation
Properties Group
This contains information elements generated by the system, and associated with each Opportunity.