Opportunity scenarios

Scenario 1 - A customer requests a quote from a field sales representative

Ann Smith, who works at a local hospital, contacts John Nickle, a Field Sales Representative at Medical Equipment Corporation, and requests a quote for 10 stethoscopes. John creates a quote for the 10 stethoscopes, and also creates two additional quotes in the hope that Ann might purchase more stethoscopes. To associate these quotes, John creates an opportunity. He assigns the opportunity to himself, lists Ann as the customer contact, and specifies that the lead originated from a customer call.

John presents the following quotes to Ann:

• Quote A: Buy 10 stethoscopes at $200.00 each.
• Quote B: Buy 15 stethoscopes at $180.00 each.
• Quote C: Buy 20 stethoscopes at $150.00 each.

Ann decides to accept Quote B, which results in an order being created for 15 stethoscopes at $180.00 each. Quote A and Quote C are subsequently abandoned, and the opportunity is moved to the Won status. The opportunity purge agent purges the opportunity after all the associated quotes have been purged.

Scenario 2 - A field sales representative creates an opportunity

Peter Conners, a Field Sales Representative at Kids and Crayons, sees a potential sales opportunity to sell crayons to a new school in the area, ABC Kindergarten School. Peter heard about the new school when he attended a Trade Show the previous week. Peter creates an opportunity, assigns the opportunity to himself and his colleague, Jim, and specifies that the lead origin of the opportunity was a Trade Show. At this point, because Peter does not have the name of a customer contact at ABC Kindergarten School, he adds a contact address to the opportunity record. Peter then asks his colleague, Jim, to manage the opportunity.

Jim creates the following four quotes, which he presents to Mary Hopkins, the Headmistress at ABC Kindergarten School:

• Quote A: Buy 10 packets of crayons, and get a 5% discount.
• Quote B: Buy between 11 and 20 packets of crayons, and get a 10% discount.
• Quote C: Buy between 21 and 30 packets of crayons, and get a 15% discount.
• Quote D: Buy more than 30 packets of crayons, and get a 20% discount.

Mary is not impressed with these prices, so she rejects all the quotes. As a result, Jim reworks the quotes and resubmits the following quotes to Mary:

• Quote A: Buy 10 packets of crayons, and get a 10% discount.
• Quote B: Buy between 11 and 20 packets of crayons, and get a 15% discount.
• Quote C: Buy between 21 and 30 packets of crayons, and get a 25% discount.
• Quote D: Buy more than 30 packets of crayons, and get a 30% discount.

However, Mary rejects the revised quotes as well, and tells Jim that she is going to buy crayons from another company at a cheaper price. As a result, Jim adds a note to the opportunity, specifying why the opportunity was lost. The quotes are moved to the Abandoned status, and the opportunity is moved to the Lost status. The opportunity purge agent purges the opportunity after all the associated quotes have been purged.