Sales Opportunities

Sales staff use an opportunity to record a potential sale while the buyer's need, timing, and proposed terms are still being discussed. Its stage and expected close date help the team plan follow-up before a formal quote or accepted order is appropriate.

Before you start

• Access: Your company must have CRM Pipeline, and you need that user permission. The entity must be in Transaction Mode to create the opportunity.
• Where: Select the entity, then open Pipeline > Opportunities > New Opportunity.
• Prepare: Confirm the prospect and the person responsible for the next conversation. The form offers Add New for a new prospect and Add from Customer for an existing customer relationship.

Create and complete the opportunity

1. Select the Prospect, enter the Opportunity Date, and give the opportunity a useful Opportunity Name.
2. Choose an Opportunity Stage that reflects the work already done and enter the Expected Close Date. Pipeline is optional. Selecting one narrows the stage choices. A closed stage also shows Closed Date.
3. Choose the required Currency. If you are not adding lines yet, Total (if no line items) can record an estimated value without product lines.
4. Select Assign Opportunity Number. Versa opens the edit page and confirms Order Successfully Created.
5. If proposed products or services are known, enter each line there using Product or Service, QTY, Unit, and Unit Price, then select Create for that line.
6. Check the saved prospect, stage, expected date, value, and lines. Agree on the next follow-up with the owner. A stage change records the team's assessment. It does not send a quote or reserve stock.

If you do not see what you expect

• Prospect is required: Versa says Please select a Prospect for the opportunity. You can create a prospect from a customer using the "Add from Customer" link. Select a prospect, or use Add New or Add from Customer before assigning the opportunity number.
• Stage is missing: Check the selected pipeline. A Firm Admin with CRM Pipeline access can review stages under Pipeline > Opportunity Stages in the Pipeline Management section.
• Creation is blocked by Transaction Mode: Ask an administrator to set the entity to Transaction Mode from Tools > Getting Started.
• Prospect cannot be found: Check the entity and your sales-agent access before creating another prospect.