Form - Prebuild - Opportunity
Revision as of 13:52, 31 January 2018 by Philip Lacey (talk | contribs) (Created page with "= Overview = Opportunities are the ability to log a sales opportunity. This form comes ready to link to Company and Contact forms for greater levels of reporting. The eng...")
Revision as of 13:52, 31 January 2018 by Philip Lacey (talk | contribs) (Created page with "= Overview = Opportunities are the ability to log a sales opportunity. This form comes ready to link to Company and Contact forms for greater levels of reporting. The eng...")
1 Overview
Opportunities are the ability to log a sales opportunity. This form comes ready to link to Company and Contact forms for greater levels of reporting.
The engine also uses the best sales practices for managing a sales process as discussed here Scenario_-_bxp_and_Lead_Generation_and_Pipeline_Management
2 Fields
| Type | Name | Notes |
|---|---|---|
| Section Group | Details | |
| Text Box | Title | |
| Text Area | Description | |
| Attachments Bar | Attachements Bar | Making it easy to access uploaded tender documents or other associated documentation |
| Inline Tabs | Inline Tabs | |
| Section Group | Primary Details | |
| Campaign Search | Company | A link to a Company form |
| Campaign Search | Contact | A link to a Contact form |
| Staff | Owner | The primary active user in the system responsible for this opportunity. |
| Section Group | Value | |
| Currency Box | Once Off Amount | |
| JQuery Date | Expected Drop Date | |
| Currency Box | Recurring Amount | |
| JQuery Date | Recurring Expected Start Date | |
| JQuery Date | Recurring Expected End Date | |
| Revenue Header | Revenue Calculator | The revenue header is discussed here Form_Revenue_Header |
| Revenue Header | Revenue Calculator | |
| Revenue Header | Revenue Calculator | |
| Revenue Header | Revenue Calculator | |
| Revenue Header | Revenue Calculator | |
| Revenue Header | Revenue Calculator | |
| Revenue Header | Revenue Calculator | |
| Revenue Header | Revenue Calculator | |
| Revenue Header | Revenue Calculator | |
| Section Group | Classification | |
| List - Menu | Offer | This drop down list is prepopulated with example offers and can be managed as a list or converted to a "Campaign Listing" type to work from a different form. Form_Question_Types#Basic_-_Cross_Campaign_Type |
| List - Menu | Stage | This drop down list is prepopulated with industry best practice options. |
| 1 to 100 | Percentage Complete | This is an optional use field for recording a feeling of how close to close the opportunity is. |
| List - Menu | Source of Lead | A prepopulated list using Marketing common sources |
| List - Menu | Vertical | |
| List - Menu | Region | |
| Section Group | Score | |
| Yes - No | Budget | 25% towards calculated score |
| Yes - No | Authority | 25% towards calculated score |
| Yes - No | Need | 25% towards calculated score |
| Yes - No | Time | 25% towards calculated score |
| 0 to 100 | Calculated Score | The score generated from BANT fields |
3 Notes
This form can be heavily customised to better reflect the products, services and offers made and being tracked by the form.