| Title | Widget | Widget description |
| Opportunities | [](https://wiki.dedesales.de/uploads/images/gallery/2025-06/JTyiCEmEctv7awuN-image.png)
| 1\. Open opportunities (only those where I am assigned as Person in charge) / all open opportunities Click: opens the summary page Available a. Customer details b. Start page dashboard |
| Opportunities | [](https://wiki.dedesales.de/uploads/images/gallery/2025-06/r9ZlLdgvvekpeSjV-image.png)
| 1\. The next 4 open opportunities, sorted by "Expected closure" (ascending). (only those where I am assigned as Person in charge) Click switches to the opportunity Colour code: Red if the follow-up date has been exceeded 2\. Number of open opportunities (total) (only those where I am assigned as Person in charge) Click opens the summary page 3\. Number of open opportunities where the follow-up date has been exceeded. (only those where I am assigned as Person in charge) Click opens the summary page with filter on opportunities whose follow-up date has been exceeded Available a. Start page dashboard |
| Type | Menu item | Explanation |
|  | In progress | |
|  | Won | |
|  | Lost | |
|  | All | |
| \--------------------------------------- | ||
|  | Only persons in charge |
| Icon | Explanation |
| + | Opens the customer search for selection of the customer for whom a new opportunity is to be created |
| Click | Swipe | Views |
| Detail page | 1. Quotation (only if a quotation is assigned) | Shows all opportunities if entered from the cockpit, otherwise those where the customer from which one came is assigned to the opportunity. |
| Name | Visible | Sort | Full Text | Explanation |
| Colour status | ForceVisible | Red: Follow-up date exceeded | ||
| Number | Hidden | Yes | ||
| Name | Visible | Yes | ||
| Employee | Hidden | |||
| Main contact | Hidden | Yes | The contact of the master customer | |
| Created | VisibleOnlyLandscape | dd.mm.yyyy | ||
| Follow-up | Visible | dd.mm.yyyy | ||
| Priority | VisibleOnlyLandscape | |||
| Level | Visible | |||
| Sales process | Visible | Yes | ||
| Closing opportunity | Hidden | % value | ||
| Expected closure | VisibleOnlyLandscape | dd.mm.yyyy | ||
| Status | VisibleOnlyLandscape | |||
| Closing code | Hidden | |||
| Sales type | Hidden | One-time \| Month \| Quarter \| Year | ||
| Duration | Hidden | |||
| One-off amount | VisibleOnlyLandscape | |||
| Periodic amount | Hidden | |||
| Total amount | Hidden | "One-off amount" + "Periodic amount" \* Duration | ||
| Quotation | Hidden | The newest quotation of the opportunity | ||
| Last activity | Hidden | dd.mm.yyyy - hh:mm Shows the information of the last activity related to the customer | ||
| Last activity (text) | Hidden | Shows the information of the last activity related to the customer | ||
| Attribute 1 | Hidden | |||
| Attribute 2 | Hidden | |||
| Attribute 3 | Hidden | |||
| Attribute 4 | Hidden | |||
| Attribute 5 | Hidden | |||
| Attribute 6 | Hidden | |||
| Attribute 7 | Hidden | |||
| Attribute 8 | Hidden | |||
| Attribute 9 | Hidden | |||
| Attribute 10 | Hidden | |||
| Campaign | Hidden |
| Name | Visible | Sort | Full text | Explanation |
| Colour code | Forced | Purple: Key account Blue: Prospect, transfer customer, new customer Red: Delivery block Orange: Not assigned Purple has the highest priority Blue is before "Not assigned" and before delivery block. That means a not assigned prospect with delivery block is shown in blue. A "Not assigned" customer with delivery block is shown in orange. | ||
| Name 1 | Visible | ASC | Yes | |
| Name 2 | Hidden | Yes | ||
| Name 3 | Hidden | Yes | ||
| Customer | Landscape | Yes | ||
| Street | Landscape | Yes | ||
| Postcode | Landscape | Yes | ||
| City | Visible | Yes | ||
| ABC Status | Hidden | |||
| Country | Hidden | |||
| Telephone number | Hidden | |||
| Fax number | Hidden | |||
| Hidden | Yes | |||
| Sales office | Hidden | |||
| Group of sales agents | Hidden | |||
| Price list | Hidden | |||
| Last visit | Hidden | Automatically determined. | ||
| Visiting frequency | Hidden | |||
| Due date | Hidden | The text for this column is determined as follows: No invoice discount: no visiting frequency present in the customer master data No visit: no last visit present Not due: Last visit + visiting frequency > current calendar week Now: Last visit + visiting frequency == current calendar week Overdue (1): Last visit + visiting frequency < current calendar week Overdue (2): Last visit + (visiting frequency \* 2) <= current calendar week | ||
| Visit duration | Hidden | |||
| Tour | Hidden | |||
| Start week | Hidden | |||
| Client | Hidden | |||
| Attribute1-16 | Hidden | |||
| Type (customer) | Hidden | |||
| Currency | Hidden | |||
| Area | Hidden | |||
| Customer since | Hidden | |||
| State | Hidden | |||
| Main contact | Hidden | |||
| Delivery block | Hidden | |||
| Incoterms | Hidden | |||
| Incoterms 2 | Hidden | |||
| Terms of payment | Hidden | |||
| Terms of delivery | Hidden | |||
| Customer group | Hidden | |||
| Account group | Hidden | |||
| Homepage | Hidden | |||
| Listing | Hidden | |||
| Send invoice separately | Hidden | |||
| Delivery note without price | Hidden | |||
| ILN | Hidden | |||
| Invoice discount | Hidden | |||
| Form of payment | Hidden | |||
| Customer category | Hidden | |||
| Price group code | Hidden | |||
| Association | Hidden | |||
| Advertising material | Hidden | |||
| Tax Ident Number | Hidden | |||
| VAT ID | Hidden | |||
| Status | Hidden | |||
| Order block | Hidden | |||
| Assigned | Hidden | |||
| Abbreviation | Hidden | Yes |
| Title |
| Number Name |
| Type | Menu item | Explanation |
| Request master data sheet | ||
| Close opportunity | only active if the opportunity is still In progress | |
| Customer | only visible if not accessed via the Customer masterdata | |
| --------------------------------------- | ||
| Quotations | ||
| [Notes](https://wiki.dedesales.de/link/396#bkmrk-page-title) | ||
| [Documents](https://wiki.dedesales.de/link/51#bkmrk-page-title) | ||
| [Photos](https://wiki.dedesales.de/link/349#bkmrk-titel-verf%C3%BCgbar-widg) | ||
| [CRM](https://wiki.dedesales.de/link/313#bkmrk-page-title) | ||
| [Contacts](https://wiki.dedesales.de/link/336#bkmrk-page-title) | ||
| [Activities](https://wiki.dedesales.de/link/344#bkmrk-page-title) | Green marking if the activity belongs to the opportunity | |
| [New activity](https://wiki.dedesales.de/link/346#bkmrk-page-title) |
| Field | Permission | Reference |
| Name | ||
| Status | Display only, maintained in Completion | |
| Person in charge | Dropdown of DeDeSales employees. When created, the current employee is automatically preselected, unless it is a test user. | |
| Main contact | Dropdown of contacts of the master customer | |
| Display only | ||
| Phone | Display only | |
| Mobile Phone | Display only | |
| FOLLOW-UP | ||
| Priority | Code table: Opportunities priority | |
| Stage | Code table: Opportunities stage | |
| Sales process | Code table: Opportunities sales process | |
| Expected closure \[date\] | ||
| Sales type | One-off / Year / Month / Quarter | |
| Duration | Leadsmanagement / Specify opportunity duration | Rename duration to the unit relevant for you, e.g. "Duration in months" |
| One-off amount | ||
| Periodic amount | Rename period to the period relevant for you, e.g. monthly | |
| Campaign | Order support - Campaign | |
| Opportunities attribute 1 | Basic configuration - Language - Enter translation - Opportunities attribute 1 | |
| Opportunities attribute 2 | Basic configuration - Language - Enter translation - Opportunities attribute 2 | |
| Opportunities attribute 3 | Basic configuration - Language - Enter translation- Opportunities attribute 3 | |
| Opportunities attribute 4 | Basic configuration - Language - Enter translation- Opportunities attribute 4 | |
| Opportunities attribute 5 | Basic configuration - Language - Enter translation- Opportunities attribute 5 | |
| Opportunities attribute 6 | Basic configuration - Language - Enter translation- Opportunities attribute 6 | |
| Opportunities attribute 7 | Basic configuration - Language - Enter translation- Opportunities attribute 7 | |
| Opportunities attribute 8 | Basic configuration - Language - Enter translation- Opportunities attribute 8 | |
| Opportunities attribute 9 | Basic configuration - Language - Enter translation- Opportunities attribute 9 | |
| Attribute10 | Basic configuration - Language - Enter translation- Opportunities attribute10 | |
| Created | Display only |
| Title | Widget | Widget Description |
| Completion | [](https://wiki.dedesales.de/uploads/images/gallery/2025-06/vnhNPU0nn2tPl2sw-image.png) | Only active if set via <Role> / LEAD MANAGEMENT / "Edit Opportunities". |
| Field | Right | Reference |
| Status | Won / Lost | |
| Closing code | Code table: Opportunities Win Closing code / Opportunities Loss Closing code (Display depends on Status) | |
| Closing date |
| Name | Function | Visibility |
| Complete | Completes the Opportunity | When clicking on "Completion" in the Opportunity. Attention! If there is a CRM Form with the ID "CLOSE" it will be displayed. The completion is only executed when the form is also completed. |
| Title | Widget | Widget Description |
| Company | [](https://wiki.dedesales.de/uploads/images/gallery/2025-06/wJDddgZjI5yXPgFB-image.png)
| 1. Number of companies in this list Available: - Opportunities |
| Icon | Explanation |
| + | Allows the creation of new companies Only possible if set via <Role> / LEAD MANAGEMENT / "Edit Opportunities". |
| Name | Function | Visibility |
| Save | Saves the company | Immediately when a Customer is created or edited |
| Assign customer | When a Customer is created and no reference exists yet | |
| Unlink customer reference | Unlinks the company reference | When a Customer is edited |
| Click | Swipe | Views |
| Company | 1. Display Only if there is a Number in the Customer master data. The Customer details page is displayed 2. Delete | 1. Table |
| Name | Visible | Sort | Full Text | Explanation |
| Role | Visible | COL - Partner role (Opportunities | ||
| Name 1 | Visible | ASC | Yes | |
| Name 2 | Hidden | Yes | ||
| Name 3 | Hidden | |||
| Customer | VisibleOnlyLandscape | Yes | ||
| Street | VisibleOnlyLandscape | Yes | ||
| Postal code | VisibleOnlyLandscape | Yes | ||
| Location | Visible | Yes | ||
| Country | Hidden | |||
| Contact | VisibleOnlyLandscape | Yes | The selected contact |
| Title | Widget | Widget Description |
| Involved |  | 1. Quantity of assigned Employees Available: - Opportunities |
| Name | Function | Visibility |
| Link opportunity | Employee is linked to the Opportunity | if not yet linked |
| Unlink opportunity | Employee is unlinked from the Opportunity | if already linked |
| Click | Swipe | Views |
| [responsible](https://en.wiki.dedesales.de/books/service-description-customers/page/responsible "responsible") | 1. Link opportunity 2. Unlink opportunity | 1. Table |
| Name | Visible | Sort | Full Text | Description |
| [](https://wiki.dedesales.de/uploads/images/gallery/2025-06/dqBbORmFA6aVlo3o-image.png) | ForceVisible | Employee was Assigned to the Opportunity |
| Title | Widget | Widget Description |
| All Opportunities (win) |  | 1. Change in % 2. Change graphically 3. Switch display variants "Month" \| "Month / Previous year" \| "Year" \| "KEY DATE" \| "Financial year". 4. Display of the concrete numbers based on the selection from 3. Available: - Homepage dashboard Click: - Switches to the detail view Widget colouring: - red: fewer opportunities won in the observation period - green: more opportunities won in the observation period The data refers to all won opportunities available on the device. |
| Opportunities (win) |  | 1. Change in % 2. Change graphically 3. Switch display variants "Month" \| "Month / Previous year" \| "Year" \| "KEY DATE" \| "Financial year" 4. Display of the concrete numbers based on the selection from 3. Available: - Homepage dashboard Click: - Switches to the detail view Widget colouring: - red: fewer opportunities won in the observation period - green: more opportunities won in the observation period The data refers to all won opportunities assigned to you as responsible or involved Employee. |
| Title | Widget | Widget Description |
| All Opportunities (open) |  | 1. Change in % 2. Change graphically 3. Switch display variants "Month" \| "Month / Previous year" \| "Year" \| "Financial year" 4. Display of the concrete numbers based on the selection from 3. Available: - Homepage dashboard Click: - Switches to the detail view Widget colouring: - red: fewer opportunities open in the observation period - green: more opportunities open in the observation period The data refers to all won opportunities available on the device. |
| Opportunities (open) |  | 1. Change in % 2. Change graphically 3. Switch display variants "Month" \| "Month / Previous year" \| "Year" \| "Financial year" 4. Display of the concrete numbers based on the selection from 3. Available: - Homepage dashboard Click: - Switches to the detail view Widget colouring: - red: fewer opportunities won in the observation period - green: more opportunities won in the observation period The data refers to all won opportunities assigned to you as responsible or involved Employee. |
| Title | Widget | Widget Description |
| All Opportunities (lost) |  | 1. Change in % 2. Change graphically 3. Switch display variants "Month" \| "Month / Previous year" \| "Year" \| "KEY DATE" \| "Financial year" 4. Display of the concrete numbers based on the selection from 3. Available: - Homepage dashboard Click: - Switches to the detail view Widget colouring: - green: fewer lost opportunities in the observation period - red: more lost opportunities in the observation period The data refers to all lost opportunities available on the device. |
| Opportunities (lost) |  | 1. Change in % 2. Change graphically 3. Switch display variants "Month" \| "Month / Previous year" \| "Year" \| "KEY DATE" \| "Financial year" 4. Display of the concrete numbers based on the selection from 3. Available: - Homepage dashboard Click: - Switches to the detail view Widget colouring: - green: fewer lost opportunities in the observation period - red: more lost opportunities in the observation period The data refers to all lost opportunities assigned to you as responsible or involved Employee. |
| Type | Menu item | Explanation |
|  | Year | |
|  | Financial year | only visible if Financial year <> Year |
|  | KEY DATE | |
| ------------------------------------ | ||
| Export |
| Click | Swipe | Views |
|
1. By swiping you reach the Document view with a preset filter. There are 3 swipe selections Opportunities <Current year> Opportunities <Previous year>
Opportunities <Year before last>
| 1. Table |