Enter Business Opportunity

Explanation

This activity is used to enter a business opportunity for an account in the CRM-panel. Select/open one mail or calendar item in Outlook and then open the CRM-panel. In the Recipients list, click on the three dots next to the contact for which you want to create the opportunity. Click Create Opportunity. From the contact details page, click the + icon and click Create Opportunity. Enter required data in the General tab.

The selected contact will be the main contact for the opportunity but you can add or edit contacts in the Contacts tab. The current user will be main representative for the opportunity but other representatives can be added in the Representatives tab.

Enable the View in IFS Cloud Web option to open the opportunity in IFS Cloud Web. If the Create or Connect to Business Mail option is enabled, the mail will be saved as a Business Mail with reference to the opportunity. If a Business Mail is already created for the mail, it will be linked to the opportunity. The Create or Connect to Business Mail option is only visible when the opportunity is created from a mail (not from a calendar item).

Prerequisites

• IFS Outlook Add-In (CRM-panel) must have been installed.
• The recipient should have been registered as an account contact and the e-mail address should be used as a communication method for that contact/person.

System Effects

As a result of this activity, a business opportunity is entered for the account.