- [Instructor] Sales may be a lot more complicated
than a single sales call, which ends in a quarter order.
Let's look at one of those cases with the initial call
to the Carpinteria store.
The second way to create opportunity is directly
from a business partner.
So I'm going to go ahead and close up this opportunity here
and you'll see I've got business partner master data here
and I'm opening that up.
And we get our master data here.
And I can tell you, I see 314 again.
I'll hit return this time and find the Carpinteria store.
I'll choose that one.
Now, if you scroll all the way down to the bottom
of the business partner here,
you'll see a button all the way over here on the right
that says you can also.
If you click on that, you get a whole bunch of things
that you can do directly from the business partner.
And one of those is activity,
but there's also one that's for opportunity.
So I'm going to go ahead and create an opportunity directly
from this business partner and it pops right up.
Now I don't need the business partner anymore.
So I'm going to go ahead and close that behind here.
So it's not as distracting and I'm going to maximize
this one out, so we can see what's going on
here a little better.
Okay and most of the information was already filled out
for us as far as the business partner code, contact person
and the same as we saw before.
I'm going to go ahead and change my sales employee here
to sales manager.
And I'm going to go to general and we could add some remarks
and we're going to do lead from Nova
for a franchise store.
And then I can go back over here to stages.
And this time, I'm going to leave a stage a lead here
and send it a potential amount to once that right
on this line,
I didn't have to go to the other tab to do this.
And it sets it in both places at the same time.
So I can push tab here.
I don't know how much this is worth yet,
cause I don't know what she wants.
And I'm just going to add this opportunity.
And it goes into ads.
Okay, now let's suppose OEC gives Sarah a call.
She's grateful that we call and she explained,
she doesn't know how many tables they're going to have.
And she needs to know that before she orders the tablets,
there's going to be one tablet per table.
And they put it in this cute surfboard frame,
so it doesn't walk away.
And she asked us to call her in a few hours
and she'll have an answer.
So I'm going to go back to my opportunity.
This is the last one that's easy to do.
Cause I can just hit the last data record up here
on the toolbar and go back to stages.
And I'll go right over here where this number sign is
and right click.
And you get a little menu here and I'm going to go to add row
and it gives me a date and I'm going to actually change
these dates cause it started with the next day.
But I'm going to make this back to seven here
and I can put a closing date of the same day.
So I'm going to make that seven here and I'll tab over
that one and sales employee,
we can put that to sales manager.
And stage will be a first meeting.
And if you go all the way over here,
you'll see that we have something that says activities
and it's got a golden arrow, but nothing there.
I'll click on that and they get an activity for the stage.
And it's filled out most of the stuff for me,
but I can go ahead into the content here
and put in the remarks.
Okay and I can update this by adding it
and I can even update my opportunity.
Okay, so this is now set up.
I can actually go over here to this activity
and it'll actually pop up the activities overview
for the opportunity and will show me those activities.
And you can go in and look at them.
All right, now I can go one step further.
I can set that meeting up ahead of time.
I'll add another stage and change the date to today.
So we'll do that again.
Is I can go back up here to the number sign,
add row and I'll change these dates again.
I use the calendar for feed speed.
And again, it'll be sales manager and that's all the same.
And I'll set up a second meeting.
I'll go to activities.
You'll see it's a different one, it's number four now,
but I can go over here to general this time.
It says start time and I'm right now at 10:44.
Alright, now I'll change the date and time for later today.
And this is in a 24 hour format, so I got to be careful.
I'm going to do it for three o'clock.
So I'm going to do 15:00 and I'll do this one 15:15.
It just moves it already.
You see, we've got a duration down here.
I can actually change the duration if I want it to,
but 15 minutes should be enough for us and I'll hit content.
And now I'll put in just a call to find out about quantity
and my spelling is a little wobbly, so I'll fix it
and I can add that to activities and close it.
And as you see right here, this is the one place
where you have to be careful about the return key.
So I'm going to just click out of here first
and go up into this general, for example,
I'll just pick general and then I can hit return twice.
Okay and now this is all set so I can go ahead and hit okay.
And that's all now in the right place.
Now what all that did was if you go up here to calendar,
you'll see at 15:00, we have an appointment
and you can see appointments and activities on this calendar
in a bunch of different ways.
You can see here, I've got it set to date,
but you can go all the way up to month
and you can see all the different activities.
We only have some for today or the work week, for example.
You can also look at what kinds of activities,
there are phone calls, meetings.
I could shut this off and toggle the phone calls
and all the phone calls to go away or meetings
or campaigns or whatever with these buttons here.
You can also go to specific dates.
If you want to look at a different month,
you can just use that with the little calendar icon up here.
All right, we can go ahead and close that.
So we've added these opportunities.
Now it's time to deal with the potential amount.