Click the icon seen on the left side of the contact to be edited. The contact we have selected is Mr. James Last.

The edit contact page shows up with all the fields pre-filled. Let us change the Territory from California to Illinois. Select Illinois from the drop down.

The contact has a new opportunity which he wants to enter into the system. This can be done from the same edit a contact page. So to enter an opportunity and save the territory change made click on Save & add opportunity.

The add an opportunity to James Last( contact’s name) shows up with the Primary contact & territory fields pre filled. The first step is to give the opportunity a name and a brief description of the opportunity. When we come to the field “Type” we have a drop down with different options like automotive, consumer, manufacturing and so forth. The values in the Opportunity Type field dropdown will vary depending on the space the organization belongs too. Opportunity Type options will be set up usually by the system administrator. In this example the Opportunity Type Regular has been selected.

This field is related to the Opportunity Type field which was earlier filled in. Since for the Opportunity Type field ” Regular” was selected, the drop down will contain those values relevant to the Opportunity type “Regular”, which range from New lead to the Final Quote stage. Opportunity Type Automotive or manufacturing can have different values. This field can be completely customized depending on an organization’s Opportunity’s sales processes.

The Final Quote value is selected for this stage from the drop down

Notice as soon as the Final Quote was filled in the Opportunity Stage the Probability field automatically got filled in to 80%.The Probability for each stage is set by the system administrator when setting the Opportunity stage values. Example New lead can be set at 10% probability and Final Quote to 80% probability.

Notice when the Potential value of an Opportunity is entered the Expected value gets filled in automatically. The system administrator can set this up such that the product of two fields can be calculated by the system and automatically be shown in the Expected Value field. SfCRM has the capability of doing calculations, and entering them in the specified fields. In this example Expected value was multiplied by Probability and the product was automatically entered in the Expected value field.

An Opportunity can be rated depending on the stage it is in. Different companies have different rating scales., example A – Z, 1 – 10 and so forth.

The received date, possible close date and Actual close date should be filled. The date chooser can be used for this. The dates come very useful for pipeline management.

Different currency options are available for each opportunity . New currency types can be added by the user which will show up in the dropdown..

This field will show competitors for this opportunity. Accounts defined as Competitors will show up in the competitors field.

Click the Save button and all the details for the Opportunity will be saved.

The added Opportunity shows up under the Opportunity List under the contact Mr. James Last.