Comodo One

• Introduction To CRM
  • Login To CRM
• The CRM Administrative Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Manage Opportunities

 

• The 'Opportunities List' shows sales projects which are seen as having a high chance of closing with a sale. Key information is also shown for each opportunity, including sales stage, expected close date, value of the deal and so on.

• Click on an opportunity then click 'Edit' to update the opportunity as required. The editing interface also allows you to view previous updates to the opportunity.

• Staff members can schedule activities and events for the opportunities from this interface. Activities will be shown in the calendars of team members that are assigned to the opportunity.

• You can associate records from other modules to an opportunity. Other modules include organizations, quotes, sales orders, invoices, emails, products and more.

View an opportunity details:

• Click 'All' > 'Opportunities' to open the 'Opportunities List' interface

• Click the opportunity name to open the 'Opportunities Summary' interface

• To see even more information, click 'Opportunity Details' in the right-hand menu

You can edit an opportunity record in three ways:

• Click 'All' > 'Opportunities' to open the 'Opportunities List' interface

• Select the opportunity and then the 'Edit' button from the 'Actions' menu

OR

• Click the opportunity name and then 'Edit on the top right of the 'Opportunity Summary' interface

OR

• Click 'All' > 'Opportunities' to open the 'Opportunities List' interface

• Place your mouse cursor anywhere in the opportunity row to display the action buttons on the extreme right of the row.

• Click the 'pencil' icon to open the opportunity edit interface:

• See this table for descriptions of the fields in the 'Opportunities Details' interface

• Update the opportunity details as required and click 'Save'

Comments

The comments sections allows staff to post internal memos about the opportunity.

To view or post a comment in a record:

• Click 'All' > 'Opportunities' to open the 'Opportunities List' interface

• Select an opportunity record, then click 'Actions' > 'Add Comment' and enter your comments and then click 'Save'.

OR

• Click the opportunity name to open the 'Opportunities Summary' interface.

• You can view the comments under the 'Comments' section. Click 'Reply' to add comment to the post.

• Enter your message in the 'Comments' box and click 'Post'.

Activities

Activities consist of 'Events' (meetings, calls, webinars etc) and 'To Dos' (product delivery, purchase etc). Administrators can add 'Activities' to an opportunity and these will be added to the CRM calendar. Activities can be viewed by administrators and the staff members to whom the opportunity is assigned. Assigned staff and administrators can add an 'Event' or 'To Do' as an activity of an opportunity record.

To create an Event/To Do:

• Click 'All' > 'Opportunities' (under 'Marketing and Sales') to open the 'Opportunities List' interface

• Click the opportunity name then click 'Activities' from the menu on the right

• Click 'Add Event' or 'To Do' in the activities interface

The 'Quick Create Event / To Do' dialog will open:

• Complete your event details and click 'Save'.

Please note that the 'Activity Type' option is only available for quick events.

The information in the quick event dialog is basic in nature and will be used to populate the calendar entry. Use the 'full form' if you want to create a detailed event with more information (priority, visibility etc).

• To create a detailed event, click the 'Go to full form' button in the quick event dialog:

• Enter the required details and click 'Save'.

See 'Manage Shared Calendar' for more details on the 'Event/To Do' full form.