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Progressing an opportunity
If your system has an opportunity workflow enabled, a number of action buttons appear on the right-hand side the Opportunity Summary page.The workflow actions available to you depend on how the opportunity workflow has been set up and customized to suit your sales process.
Workflow buttons
You can record the qualification information received from your prospect against the opportunity by using a sample Opportunity workflow available in Sage CRM.
The predefined Quick Sale Workflow doesn't include a qualification step because it represents a shorter sales process and has fewer workflow options. For more information, see Quick Sale Workflow.
- Click Qualify.
- When the Progress Opportunity page is displayed, complete the required fields and add additional information in Tracking Note.
- Click Save. The Opportunity Summary page is displayed. You can view all changes made to the Opportunity on the Progress Opportunity page can from the Opportunity Tracking tab. The Duration column on the Opportunity Tracking tab shows how long the opportunity has spent at each stage of the qualification process. The Duration takes into account the business calendar defined by the System Administrator.
See Also
Changing preferences
Opportunity fields
Sending a quote
Closing a sale
Creating quotes and orders outside the opportunity context
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