Xcitium Platform

• Introduction To CRM
  • Login To CRM
• The CRM Admin 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

Opportunities

Leads which have developed into a potential sale for your company should be converted to an 'Opportunity'. The opportunities interface allows sales managers to:

• Devise a strategy to follow up prospective customers who are most likely to successfully complete a sale

• Gain clear visibility of the sales initiatives which are most likely to convert

• Add potential sales to the sales pipeline

• Keep track of the sales process from beginning to end

• Keep track of the success of marketing efforts by tracking sales back to the original lead source and source campaign

• Review reasons for opportunities lost

To open the 'Opportunities' interface:

• Click the 'Opportunities' button on the top navigation

OR

• Click 'All' > 'Opportunities'
  

Left-hand menu:

• 'Opportunities List' shows all opportunities added to the Customer Relationship Management (CRM). Click any opportunity to open its details page.

• 'Dashboard' shows key information about ongoing opportunities

• The 'Recently Modified' tab lists opportunities which were recently updated.

• Click any column header to sort the table according to the items in the column.

• To search for a specific item, enter the search criteria in the respective column header(s) and click 'Search' at the right end of the column header.

• For more details on advanced filter options, see Custom Views.

Custom Filter View

• The 'Opportunities' interface allows you to create custom views. For example, you may want to view only those opportunities assigned to you, and only view selected columns like opportunity name, sales stage or assigned to.

• You can create any number of views, and can make any view your default. See Custom Views for more details.

The following sections explain more about:

• Add an Opportunity

• Import and export records

• Manage Opportunities 

• Associate other records with an Opportunity 

• Mass management of Opportunities