Legacy platform

Viewing opportunity details

Sterling™ Field Sales enables a user to search for an opportunity and view the details of a particular opportunity.

A Field Sales Representative may sometimes want to view the details of an opportunity, such as the opportunity's status, owner, and so on. For example, a Field Sales Representative may want to know the Anticipated Close Date of a particular opportunity so that the Field Sales Representative can start working on it if the date is close to the current date.

Solution

Users can search for an opportunity using the following options:

  • Quick Search: A user can enter the name of the opportunity as the search criteria and search for the opportunity.

If a user has access to multiple enterprises, the Enterprise drop-down list is displayed in the Search Criteria panel of the Opportunity Search screen. The getOrganizationList API is called to retrieve the list of enterprises. The queryTypeList API is called to populate the operators or the query types for the following fields:

  • Opportunity Name
  • Success %
  • Opportunity Value
  • Anticipated Close Date

When searching for an opportunity, a user can search for the customer for whom the opportunity was created. You can configure the customer type that is to be selected by default in the Customer Search dialog box. The getCustomerList API is called to retrieve the list of customers that match the search criteria. A user can also search for the user who has been assigned as the owner of the opportunity. The getTeamList API is called to populate the values in the Team drop-down list in the User Search dialog box. The getUserList API is called to retrieve the list of users matching the search criteria.

If only one opportunity matches the search criteria, the Opportunity Details screen is displayed. If multiple opportunities match the search criteria, the list of opportunities matching the search criteria is displayed. The getOpportunityList API is called to retrieve the list of opportunities that match the search criteria.

Users can view the details of an opportunity in the Opportunity Details screen. Users can view information such as the opportunity's name, status, the details of the customer for whom the opportunity has been created, and so on.

The getCustomerDetails API is called to retrieve the available customer contacts and determine the type of customer. The getOpportunityDetails API is called to retrieve the details of the opportunity.

End-user impact

This section explains the end-user impact of this functionality:

  • Based on the configuration, a user can search for customers based on the customer type.
  • The Business radio button is selected by default in the Customer Search dialog box.

Implementation

This section explains the configurations for this functionality:

  • You can configure the Enable Customer Type Search rule to enable users to search for a customer based on the type of customer.
  • You can configure the customer type that is to be selected by default in the Customer Search dialog box by configuring the Customer Type To Be Defaulted In Search rule.