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

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

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