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 <Role> / 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