Viewing Opportunity Details

Once an opportunity is successful, it can be converted into a project. The project allows the organization to track time and expense spent on them. To convert an opportunity into a project, select Convert to Project from the Tools menu.

To export an opportunity:

• Click on Export to CSV button in the Tools menu from the opportunity details.

• Select which fields from the OfficeClip database you want to have in the CSV file. You can move them up and down with the icons. these fields will appear as the first row in the CSV file after being exported.

• Click Export when finished mapping. A CSV file will be downloaded in your system, Click Open or Save the file in the desired location.

To print a particular opportunity:

• Click on Print button in the Tools menu from the opportunity details.

• You will see all the details of the opportunity. Click Print.

• To exit, Click Close.

Contact roles allow you to associate multiple contacts with each opportunity and to give those contacts a particular role in the opportunity, such as Manager or Associate. Associated Contact roles with your opportunities will help you to manage your opportunities and their relationship with the contacts better.

In order to assign a contact role, first you will have to create a contact role. To see more details on how to create a contact role, click here.

To assign a contact role for a particular opportunity:

1. In the opportunity list, double-click the opportunity to which you want to assign a role for a contact.
2. Then on the summary screen, click New > Contact Role.
3. From the drop-down list, select the role you want to assign and click icon. The search icon will give a list of Contacts from which you can choose a contact for that Contact Role in the opportunity.

   

4. If you want a Primary Contact for the opportunity, simply click the radio button beside that person.
5. Click Save when finished.

Relevant Documents can be attached to an opportunity, allowing to access important information from one place easily.

Upload File: These files can be uploaded from the local disk and will stay with the Opportunity. These files are removed when the opportunity is deleted.

To Upload file:

1. In Opportunities, click on the icon of an opportunity.

2. On the Opportunity summary screen, on the top right corner click on New > Document.
3. Click on the Select button.

   

4. You can drag and drop a file from your windows explorer application, or choose the file from the desired location.
5. You can attach as many documents as you want for an opportunity.
6. Click Save when finished.

Events are appointments linked with an opportunity. These events show up with the Opportunity as well as OfficeClip Calendar.

To add New Events:

1. In Opportunities, click on the icon of an opportunity to add new events.
2. Click New > Events.
3. Enter the title, description, location, the start time and date of the event and the duration of the event.

   

4. Click Save after you finish.

Notes are encounters with the Opportunity. They appear in chronological order and can be public (shown to all the Organization users) or private (seen by the creator only).

To Add a Note:

1. In Opportunities, click on the icon of an opportunity to add a new note.
2. Click New > Notes. The screen appears with the note creation template.
3. Enter the title and type your notes in the Note box and click Spell Check to identify and correct any spelling errors.

   

4. If you are creating a personal note, click the Private checkbox. In the Note List, a lock icon is displayed beside the note, indicating that it is a personal note. A public note will be visible to all the users.
5. To add Attachments, click on the Select button. Choose the file from the desired location. You can also drag and drop a file in the box from your windows explorer.
6. Click Save to save the note in the Note List.

To create relationships in Opportunities between the Contact Manager (Contacts, Accounts, Opportunities and Campaigns modules, first we need to Add new relation. To do so:

1. Click CRM > Opportunity > Admin > Relations.
2. Click on Add Relations.

   

3. Enter the Name, then click Save.
4. On the Opportunity Screen, click on the Contact detail icon for the Contact for which you want to create a relationship.
5. On the opportunity summary screen, click New and Relationship.

   

6. Choose the Relation from the drop-down list and select the Second Participant and its entity from the drop-down list.
7. From the list, choose the contact or account or competitor for which you want to create a relationship.
8. On the opportunity summary screen of the contact, you can see the relationship created.

   

See the tasks related to the opportunity here. You can also see them in the OfficeClip Tasks application.

To add new Tasks:

1. In Opportunities, click on the icon of an opportunity to add a new task.
2. Click New > Task.
3. Enter the title, description of the task, the type of task, due date and time fixed if any.

   

4. Click Save after you finish.

The OfficeClip Competitor application allows companies to store and track information regarding their competitors. The competitor information can also be stored with each opportunity. Knowing which competitor won a particular opportunity helps in making changes to the sales tactics to win future opportunities.

To add a new competitor:

1. Double-click the opportunity for which you want to add a competitor.
2. On the summary page, click Competitor > New Competitor.

   

3. Add the requisite details for a new competitor.
4. Click Save