Legacy platform

Creating an opportunity for an existing customer

An opportunity is a container for holding a quote or related alternative quotes that are presented to a customer. You can create an opportunity for an existing customer. An existing customer is a customer whose records already exist in the system.

About this task

For example, let us suppose that the enterprise for which you are creating the opportunity has a customer, XYZ Corporation, which has been placing an order regularly for electronic products, and for which opportunities have been created in the past. You get a lead that XYZ Corporation is expanding its operations for which it has to place an order for electronic products. In such a scenario, you can create an opportunity for holding a quote or alternative quotes that can be presented to XYZ Corporation.

To create an opportunity for an existing customer:

Procedure

  1. Log in to Sterling™ Field Sales.
  2. From the application sidebar menu, click Opportunities.
  3. In the Opportunities home page, click + New Opportunity.
  4. The Create Opportunity page is displayed. In the Create Opportunity panel, enter the appropriate information. The following table describes the fields displayed in the Create Opportunity page:
    Field Description
    Enterprise* The enterprise for which you want to create the opportunity.
    Opportunity Name* The name of the opportunity.
    Opportunity Value The opportunity value is the total amount that will be earned as revenue if a quote for the opportunity is accepted by the customer. The currency for the opportunity value is the currency defined for the enterprise for which you are creating the opportunity.
    Lead Origin A lead origin is the source from which the lead for the opportunity originated. For example, a lead can originate from a phone conversation, trade show, web site, and so on.
    Success % The probability of success (in %) is used to indicate the opportunity's chances of being successful. For example, if the opportunity has an equal chance of being a success or a failure, you can enter 50 in the box.
    Owner ID The identifier of the user who is assigned as the opportunity owner. By default, the user who is creating the opportunity is automatically assigned as the owner of the opportunity. You can search for the user who has been assigned as the owner of the opportunity by clicking the Search icon.
    Co-Owner ID The identifier of the user who is assigned as the co-owner of the opportunity. A co-owner is the secondary owner of an opportunity. You can search for the user who has been assigned as the co-owner of the opportunity by clicking the Search icon.
    Anticipated Close Date The date by which the opportunity is expected to be closed.
  5. In the Customer panel, perform the following steps:
    1. Click the Search icon adjacent to the Existing Customer* radio button to search for the customer.
    2. The Customer Search dialog box is displayed. By default, it displays all the available business customers. If you want to search for consumer customer, expand the Search Criteria panel and select the Consumer radio button.
    3. Enter the other search criteria and click Search.
    4. The list of customers matching the search criteria is displayed in the Search Results panel. Click the corresponding Customer ID hyperlink to select the customer. The Customer ID of the customer is populated in the box adjacent to the Existing Customer radio button.
  6. Click Save.
    Note: * indicates that the field is mandatory.

    The Opportunity Details screen containing the details of the newly created opportunity is displayed.