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

Associate Other Records with an Opportunity

 

Associating records from other modules to an opportunity allows you to improve visibility and workflows, integrate the opportunity with campaigns and keep track of activities on the opportunity. Associating an opportunity with a product or service quickly informs staff members which of your offerings are under discussion with the contact or organization.

To view, add and manage associated records:

• Click 'All' > 'Opportunities'

• Click any opportunity to open its detail page

The menu on the right shows modules that can be associated with the opportunity. Click any of these links to view records that have already been associated with the opportunity.

You can use these links to create records in the other modules which will be linked to the campaign.

You can associate following records with opportunities:

• Activities - Schedule a meetings, calls and To-dos on the opportunity record 

• Contacts - Select a new contact and associate with the opportunity record

• Products – Select existing products to the product record

• Quotes - Create a new quote and associate with the opportunity record

• Sales Order - Create a new sales order and associate with the opportunity record

• Services - Select the services and associate with the opportunity record

The example below describes how to view and manage the 'Services' records associated with an opportunity. A similar process can be followed to associate other module types.

• Click 'All' > 'Opportunities'

• Click on an opportunity in the list then click 'Services' on the right
  

 

The interface allows you to:

• Associate new services records with an opportunity

• Manage associated services record

Associate Services Records with an opportunity

• As mentioned earlier, click open an opportunity then click 'Services' on the right

• Click the 'Select Services' button

• This will display a list of services that you can associate with the opportunity:

 

• If the list is empty or you wish to add a new service, click 'All' > 'Services' > '+ Add Service'

• Choose the service(s) you want to associate with the opportunity and click the 'Select' button (top left)

The service(s) will be added to the list of services associated with the record.

Manage Associated Services Records

The associated services list lets you view and edit service details, and dissociate services.

• Mouse over a service record to view the options at the far right end of the row

• The following options are available:

	-	Opens the service details interface of the respective service record. See 'Services' for more details.
	-	Allows you to edit the service details. See 'Services' for more details.
	-	Removes the association between the service and the opportunity.Note, this doesn't remove the service itself, which will remain available in the 'Services' module.

In the similar manner you can associate and manage records from other modules that are listed on the right.