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 | ||
| | ||
| | 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)
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 | |
| 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
FAQ
Release