- [Instructor] OEC has two sales opportunities
available for us
to explore from the Huli Pizza Company.
Sales Opportunities link together activities
to track the sale cycle
as we go from prospect to closing the sale.
Let's enter these two Opportunities.
There's two methods to create an Opportunity.
The first is by opening Opportunity from the menu
and adding it, so I'm going to close up the activity here,
and we can do it from two places.
One is here in CRM.
The other is in Opportunities.
And there it is in Opportunity.
I'm going to do it in CRM, and you'll see why
in a little bit, 'cause there's lots of other things
we're going to go back and forth with,
particularly business partners.
And that comes in handy.
So I'm going to go over here to Opportunity,
click on that,
and there it is; it's already in add note
as we can see by this is dimmed out
and all these are white.
And the first field we're in
is the business partner code.
You'll see above it that there is an Opportunity type.
It defaults to sales, but if it's an Opportunity
for purchasing, you can make it that, too,
but that's another course, and I'm not going to cover that
right now, so we're going to stick with sales,
and we're going to put in our business partner.
And I can put in the first few characters of our I.D.,
and it pops right up saying, "Which one do we want?"
And I'm going to pick the Huli Pizza Company Corporate
and everything fills in.
There's Nova, business partner name,
it gives us a start date for this,
an opportunity number.
And a whole bunch of other stuff
already put into place here.
And then we have a bunch of tabs on the bottom,
and I'm going to actually start here in the general tab.
And that has fields if you are working with
a distributor or value added reseller
who will handle the final sale.
The major field I want to point out here
is this remarks field,
where you can put the remarks about the activity
and I'm going to right click here,
and I can paste that text that I written earlier
for the activity right in here.
Now partners,
going down these tabs here,
are allies you can add that will be involved with the sale.
Conversely, competitors
are people you will track
who might take the sale from you.
And summary here,
is a summary of the status, the Opportunity.
And you can see here, we have opened one and lost,
and some document types about the final document
that you'll be using.
Right now, you see those are grayed out,
'cause they're not useful.
And finally, of course, we've got attachments
like we've had in the past
where you can attach other documents to things
if necessary, like we did with the business partner.
Now let's go back here to stages,
'cause the real action happens here in stages.
Each line will be a new stage,
where you can represent a new activity.
Now Nova's already a customer,
and pretty much only needs the quote.
So if I click over here where it says stage,
you'll see I got a whole set of different stages.
I can actually make up my own stages
if I need to, but for this one,
we're already set, so I'm just going to put the quote one here.
And you'll notice a couple of things change.
There's this bar up here that's changed
and this number here that's changed,
which we'll talk about in a minute.
And I can go ahead and try to hit add here.
And I get an error on the bottom
because the last tab, which we'll talk a lot more about
in a future video,
is this potential amount, and we'll talk more
about potentials like I said, later.
But for right now, just put a one cent in there
for the potential so we can get past this
issue, and we can move on.
So go ahead and
hit
add
and that goes ahead and adds it
and you can see over here in stages,
we're all set to go now.
And I'll go back to that Opportunity
and we can see that we're all set here
in the stages, as well.
You've gotten a single Opportunity in the system
with a single stage.
But what about a more complex sales funnel?