Progressing an Opportunity

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Progressing an Opportunity

If your system has Opportunity Workflow enabled, you will see a number of workflow buttons on the right-hand side of the Opportunity Summary page. The workflow buttons available to you will vary depending on how the opportunity workflow has been set up and customized to suit your sales process.

You can record the qualification information received from the prospect against the opportunity within the sample opportunity workflow in the system.

To progress the opportunity:

Select the Qualify workflow bullet.
When the Progress Opportunity page is displayed, complete the required fields and add additional information in the Tracking Note field.

Select the Save button. The Opportunity Summary page is displayed. All changes made to the Opportunity from the Progress Opportunity page can be viewed from the Opportunity Tracking tab. The Duration column on the Opportunity Tracking tab shows how long the opportunity has spent at each stage of the qualification process. The Duration takes into account the business calendar defined by the System Administrator.

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