Service Description Opportunities & Leads Opportunities Opportunities Title Widget Widget description Opportunities     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     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 General Kebab menu ( ) Type Menu item Explanation In progress Won Lost All --------------------------------------- Only persons in charge Functions in the title bar Icon Explanation + Opens the customer search for selection of the customer for whom a new opportunity is to be created Grid Click Swipe Views Detail page 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. Column definition 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 Customer columns (only present if accessed via start dashboard.) 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 E-Mail 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 FAQ     Release   Details Title Number Name General Kebab menu ( ) 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 Documents Photos CRM Contacts Activities Green marking if the activity belongs to the opportunity New activity Header Switches to Customer details additional widgets (all kebab menu entries are also available as widgets) Company Involved E-Mail — Sending an e-mail to the Contact based on a centrally stored template. From version 21. Master data  1. Pencil         a. Switches to Edit mode Only possible if set via / LEAD MANAGEMENT / "Edit opportunities". 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 E-mail 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 Edit mode Action button "Save"         a. Save is only possible if at least one customer exists         b. Save is only possible if the mandatory fields are filled in: Name FOLLOW-UP Stage Sales process FAQ   Release   Completion Title Widget Widget Description Completion Only active if set via / LEAD MANAGEMENT / "Edit Opportunities". Completion Field Right Reference Status Won / Lost Closing code Code table: Opportunities Win Closing code / Opportunities Loss Closing code (Display depends on Status) Closing date Action buttons 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. FAQ   Release   Company Title Widget Widget Description Company     Number of companies in this list Available: Opportunities General Functions in the title bar Icon Explanation + Allows the creation of new companies Only possible if set via / LEAD MANAGEMENT / "Edit Opportunities". Edit / Creation page Fields 1. Role Hidden if no Code table entries are available. The first is selected if available. Code table: Opportunities Partner role 2. Customer No input field, only displays the Customer number if one is assigned If no Customer is selected, the fields can be edited. Otherwise, they are read-only and filled automatically. 3. Name 1 4. Name 2 5. Name 3 6. Street 7. Postal code 8. Location 9. Country 10. Contact (Dropdown)  If no Customer is selected, an input field is shown instead. Action buttons 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 Grid Click Swipe Views Company Display Only if there is a Number in the Customer master data. The Customer details page is displayed Delete Table Column definition 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 FAQ   Release   Involved Title Widget Widget Description Involved Quantity of assigned Employees Available: Opportunities General An Employee can be assigned to multiple Opportunities and an Opportunity can have multiple Employees. Only possible if set via / LEAD MANAGEMENT / "Edit 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 Grid Click Swipe Views responsible Link opportunity Unlink opportunity Table Column definition Name Visible Sort Full Text Description ForceVisible Employee was Assigned to the Opportunity   FAQ   Release   STATISTICS Opportunities (win) Title Widget Widget Description All Opportunities (win) Change in % Change graphically Switch display variants "Month" | "Month / Previous year" | "Year" | "KEY DATE" | "Financial year".  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) Change in % Change graphically Switch display variants "Month" | "Month / Previous year" | "Year" | "KEY DATE" | "Financial year"  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. Opportunities (open) Title Widget Widget Description All Opportunities (open) Change in % Change graphically Switch display variants "Month" | "Month / Previous year" | "Year" | "Financial year"  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) Change in % Change graphically Switch display variants "Month" | "Month / Previous year" | "Year" | "Financial year"  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. Opportunities (lost) Title Widget Widget Description All Opportunities (lost) Change in % Change graphically Switch display variants "Month" | "Month / Previous year" | "Year" | "KEY DATE" | "Financial year" 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) Change in % Change graphically Switch display variants "Month" | "Month / Previous year" | "Year" | "KEY DATE" | "Financial year"  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. General Kebab menu ( ) Type Menu item Explanation Year Financial year only visible if Financial year <> Year KEY DATE ------------------------------------     Export {{DDN-2@282#bkmrk-header}} Grid Click Swipe Views By swiping you reach the Document view with a preset filter. There are 3 swipe selections Opportunities Opportunities Opportunities Table {{DDN-2@282#bkmrk-filter}} Special feature in the filter for completed opportunities: The filter can be extended to the Closing code Special feature in the filter for opportunities In progress: The filter can be extended to the Level FAQ   Release   Leads Leads Title Widget Widget Description Leads 1. Released and within validity period   Click opens the summary page   Available Homepage dashboard Customer details Leads 1. The next 4 open leads (In progress and not expired), sorted by "Valid until" (Ascending) Click switches to the lead   Colour code:    Red: Valid until is already tomorrow. Yellow: Valid until is within the next 7 days 2. Number of valid leads (Released and within validity period) Click opens the summary page   3. Number of new leads since the last transfer Click opens the summary page, but shows only new leads since the last transfer   Available         a. Cockpit General Grid Lists all leads (Released and within validity period) Click Swipe Views On dashboard: Summary page Lead definitions 1. Table In customer details: Summary page Customer leads 1. Table Column definition dashboard Name Visible Sort Full Text Explanation Name Visible ASC Yes Name of the job Campaign VisibleOnlyLandscape Yes Valid from VisibleOnlyLandscape Valid until VisibleOnlyLandscape MQL Visible No. of customers who are Non-completed or In progress. SQL Visible No. of customers who have status "Sales-qualified lead". Converted Visible No. of customers who have status Converted. Total Hidden Non-completed Hidden Deferred Hidden No lead Hidden In progress Hidden FAQ   Release   Overview Page Lead Definitions Title: Name of the lead Kebab menu ( ) Type Menu item Explanation Show converted Extends the overview to leads with the Lead status "Converted" when active Show no lead Extends the overview to leads with the Lead status "No lead" when active Grid Contains only leads that are not set to "No lead" or "Converted". Last time the job was processed for the customer Click Swipe Views Detail page Convert 1st table Column definition Name Visible Sort Full Text Explanation Colour code ForceVisible Green: Purple: Key account (from version 8) Blue: Prospect / Transfer customer Red: Delivery block Not assigned: orange 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. Lead status Visible Created by Visible From version 19 Qualification Hidden Everything that does not have the status "Sales-qualified lead" is MQL, otherwise SQL. Last activity Visible dd.mm.yyyy hh:mm when the last activity for this lead occurred. FOLLOW-UP Visible From version 19 Customer columns  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 E-Mail 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 Customer Leads Overview Page Lists all open leads of the customer Title: Leads Functions in the title bar Icon Explanation + Adds the customer to another lead definition Grid Click Swipe Views Detail page 1st table Column Definition Name Visible Sort Full Text Explanation Lead Status Visible Lead Visible Name of the lead definition Created by Visible From version 19 Qualification Hidden Everything that does not have the status "Sales-qualified lead" is MQL, otherwise SQL. Last activity Visible dd.mm.yyyy hh:mm when the last activity for this lead took place. FOLLOW-UP Visible From version 19 Detail page Title Lead General Kebab menu ( ) Type Menu item Explanation Convert into an opportunity Requires the right: Convert lead into opportunity. Only active if the lead has not yet been converted Reset status Only active when you are in a converted lead CRM Requires the task module Header 1. Edit mode Follow-up date must not be in the past Follow-up date must not be after the end date of the lead list. If there is no end date, the check is omitted. Person in charge selectable via dropdown list, provided it is not a test user Apply button saves the changes to the lead Widgets Activities  Opens the activities. All activities from the lead are marked in green, all other activities belong to the customer but not to the lead.  When creating a new activity, it is automatically assigned to the lead. New activity (Icon: +) Opens the form to create a new activity. This activity is automatically assigned to the lead. Form  Opens the form that belongs to the lead. Lead status  Opens a window (like a dropdown) with the following options Non-completed In progress Deferred Sales-qualified lead E-mail subscription: Lead status Sales-qualified lead No lead The lead status is automatically changed from Non-completed to In progress when one of the following events occurs: The form is saved. A new activity is created. The follow-up date is saved. If the lead status is set to one of the following values, the lead form is automatically displayed, if available Deferred In progress Non-completed If a lead has been converted and the status is then reset, the status cannot be set to converted again. In this case, "Converted" is provided in the status selection. Documents Opens a window where files can be assigned to the lead. E-Mail Opens the E-Mail widget to send an E-Mail to the Contact based on a centrally stored template. From version 21 onwards. Hierarchy If the "Key account" module is licensed, it is possible to access the Customer hierarchy . Contacts (A contact can be assigned to multiple leads and a lead can have multiple contacts; all contacts of the customer are displayed.) Top right: {number assigned}/{total contacts} If a new contact is created, it is automatically assigned to the lead. Action buttons on the contact detail page, only available if accessed via lead. Link lead (if not yet linked) Unlink lead (if already linked) Contact grid: Swipe to "Link lead" or "Unlink lead". Lead column: Shows whether the contact is already linked with the lead Master data 1. Edit Field Reference Editable Display in customer change e-mail Name 1 x x Name 2 Only visible if available. x x Name 3 Only visible if available. x x Telephone number Only visible if available. Clickable to call the device's telephone function. x x Fax number Only visible if available. x x Mobile Communication Number Only visible if available. x x E-mail Only visible if available. Clickable to open a new e-mail in the default e-mail client. x x E-mail for shipping notification Only visible if available. x x Purchaser Only visible if available. Main contact Only visible if available. Last visit Automatically determined. Only visible if available. Last Contact In-House Staff Automatically determined when an employee of type In-House Staff has recorded an activity for the customer. Only visible if available. Area Only visible if available. ABC Identification Only visible if available. x Tour Only visible if available. x Visiting frequency Only visible if available. x Visit duration Only visible if available. x Start week Only visible if available. x Start year Only visible if available. Customer since Only visible if available. Homepage Only visible if available. Clickable to open the URL with the default browser. x x Short name Only visible if available. Considered in full-text search Street Only visible if available. x x Postal code Only visible if available. x x Place Only visible if available. x x District Only visible if available. Considered in full-text search Country / County Only visible if available. Listing Only visible if available. Delivery block Only visible if available. Order block Only visible if available. Maintain backlogs Only visible if available. Partial delivery Only visible if available. Send invoice separately Only visible if available. Delivery note without price Only visible if available. ILN Only visible if available. Invoice discount Only visible if available. Item discount Only visible if available. Incoterms Only visible if available. Free of freight Only visible if available. Terms of payment Only visible if available. Form of payment Only visible if available. Terms of delivery Only visible if available. Customer group Only visible if available. Discount group Only visible if available. Customer category Only visible if available. Price list Only visible if available. Price group code Only visible if available. Branch type Only visible if available. Association Only visible if available. Membership number Only visible if available. Sales office Only visible if available. Group of sales agents Only visible if available. Account group Only visible if available. Advertising material Only visible if available. Daily debit entry Only visible if available. Client Only visible if available. Tax Ident Number Only visible if available. VAT ID Only visible if available. Attribute 1-16 Only visible if available. Right BASIS / customer attributes x Contact provided Only visible if available. Status Only visible if available. Credit limit Only visible if available. Parent customer Only visible if available and Key account module licensed Currency Only visible if available. Managed by Only visible if available. Convert When converting, a lead is turned into an opportunity. Opens the page to create a new opportunity for the customer/prospect. Upon successful creation of the opportunity:     - Saves the resulting opportunity in the lead.     - Saves the lead from which the opportunity originated in the opportunity.     - Changes the status of the lead for the customer/prospect to "Converted" FAQ Why do I not see a certain employee in the selection "Person in charge"? Only employees who do not have the "Test user" flag active in the backend are shown in the list. Release   Contacts Title Widget Widget Description Contacts Number of contacts Available: Customer details Opportunities {{DDN-01@266#bkmrk-titel-icons}} Grid Click Swipe Views Contact details Table Action buttons Name Function Visibility Link lead/Opportunity Contact is linked with the Opportunity / the Lead if not yet linked Unlink lead/Opportunity Contact is unlinked from the Opportunity / the Lead if already linked Column definition Name Visible Sort Full Text Explanation ForceVisible Contact was assigned Name Visible Sort Full Text Explanation Colour code ForceVisible Red: Has left the company Green: Main contact   Red has a higher priority, i.e. a main contact who has left the company is shown in red. Title Visible Last name Visible ASC Yes First name Visible Yes Item VisibleOnlyLandscape E-Mail Hidden Yes Full text search is only active if there is an @ in the search term. Telephone Hidden Yes Mobile communication Hidden Yes Fax Hidden Department Hidden Function Hidden Advertising material Hidden Item free text Hidden Has left the company Hidden Main contact Hidden FAQ     Release   E-Mail Title E-Mail General The "E-Mail" widget allows you to send an e-mail directly from an opportunity or a lead to the contact, based on a centrally stored e-mail template. Available since version 21. How to create an e-mail template can be found under Settings - E-Mail Templates (Opportunities & Leads). Panel: E-Mail Recipient Multiple selection is possible. Conditions The following recipients are displayed if an e-mail address is maintained: Main contact of the opportunity/lead — preselected if available The own employee If an e-mail address is stored for the customer, the grid contains an additional entry "From Master data (...)" Grid Click Swipe Views Marks the entry as recipient of the e-mail Table Column definition Name Visible Sort Full Text Explanation Checkbox Forced Title Landscape Last name Always Ascending Yes First name Always Yes E-mail Always Yes Panel: Template Dropdown selection of the e-mail templates enabled for this opportunity/lead. Selecting a template automatically fills in subject, text and attachments. Panel: Subject Pre-filled from the selected template, freely editable. Panel: Text Formatting bar (WYSIWYG editor): Bold, Italic, Underlined, numbered list, bullet list, decrease/increase indent as well as an icon to insert hyperlinks. Pre-filled from the selected template, freely editable. Panel: Attachments Grid Click Swipe Views Marks/removes the attachment for sending Table Column definition Name Visible Sort Full Text Explanation Checkbox Forced Type Always Yes "Template": attachment pre-filled from the selected e-mail template in the backend. Additional documents can be added via "+". File name Always Ascending Yes Action buttons Name Function Visibility Send Sends the e-mail with subject, text and the marked attachments to the contact. An activity is automatically created in the process. Release From version 21 New widget "E-Mail" for opportunities and leads: sending e-mails based on centrally stored templates including pre-filled and additional attachments.