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Opportunities
WHAT IT IS

A feature that provides a way to manage sales leads and track the course of each sale’s “journey,” capturing all the interactions that happen along the way.

WHAT IT DOES

Each opportunity lets associates work their lead, record progress, generate quotes, and capture key information about the potential sale all while keeping a running timeline of everything they have done thus far. When the sale is completed – win or lose – all data is stored for reporting and analysis.
Managers have the ability to monitor all opportunities from a special list view that provides, at a glance, the status and history of each opportunity, and provides the capability to leave management notes as well as setting next steps.

HOW IT WORKS

Creating New Opportunities
NOTE: Opportunities can be accessed from the Clientele Menu, Point of Sale, Customer Record, and through Wish Lists.
To start a new Opportunity:
  1. Click Clientele > Opportunity → Add. The Add a new opportunity screen will appear.
  2. Use the buttons in the top right to either find an existing customer or add a new one.
  3. After identifying the customer, the default preferred Contact Methods will appear. The button in the top right will change to Customer Contacts – use this to select and edit how this customer should be contacted for this opportunity.
  4. Next, specify the Opportunity details:
  • Budget: Amount the customer wants to spend.
  • Potential Value: Potential value of this sale. It will automatically default to Budget, but can be increased to indicate the potential for an up-sale.
  • Event: What event is this for?
  • Even Date: What date is the event. Anniversary dates and birthdays can automatically be filled in from the customer’s record.
  • Expected Close Date: When do you anticipate closing the sale?
  • Associates: Which associates are working on this opportunity?
  • Title: Give this opportunity a title. For example, a Gift.
  • Description: Any details.
  • Stage: What is the starting stage of this opportunity? The default value is set via Opportunity Settings.
  • Priority: What aspect of the sale is most important to the customer? Budget, specific date, etc.?
  • Why-In: What brought the customer in. This shares the same Why-In list found at POS. There is a system option that controls whether this is required.
  • Categories: What categories might the customer be interested in seeing items from? These can be selected via drop-down, or by typing in the category number.
  1. After completing the form, click Save/Close.
  2. The Opportunity will automatically open, and you can now work with it.

EXPAND YOUR EDGE EDUCATION

There’s much more to the Opportunities Feature. Click the button below to launch EdgeUser.com, and search Opportunities to learn how to set-up permissions and system options. You’ll also find how to work, close, find, manage, and report Opportunities , along with a handy tip sheet. Continue to empower your business by watching webinars and reading articles from The Edge Knowledgebase, and through discussions with fellow Edge users.

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