]po[ CRM Opportunity Management Package

(Please click on the hexagons for more information)


 

This opportunity management package tracks leads once they are qualified. It allows to prioritize opportunities and shows the sales funnel by sales representative, probability and estimated volume.

Operations:

  • Manage a list of Opportunities
  • Map CRM Opportunities to CRM Campaigns
  • Keep track of typical Opportunity attributes
    • Presales value & currency
    • Probability 
    • Sales stage
    • Contact
    • etc.
  • Provides:
    • Weighted value for each opportunity
    • Sum Pre-Sales Value
    • Sum Weighted Value
  • Keeps track of activities related to this opportunity
  • Keep track of time spend on Opportunity
  • Convert Opportunity to Project

The screen cast below shows the scope of the current implementation: 


Screenshots

Opportunity List View:

Opportunity List

 Opportunity View: 



 

References

Related Object Types

Related Modules

Package Documentation

Procedure Files

lib/opportunity-base-data.adp        
lib/opportunity-base-data.tcl       Display 'Opportunity Base Data' 
lib/opportunity-pipeline.adp       Display 'Opportunity Base Data' 
lib/opportunity-pipeline.tcl       Display 'Opportunity Base Data' 
lib/opportunity-user-data.adp       Display 'Opportunity Base Data' 
lib/opportunity-user-data.tcl       Display 'Opportunity Base Data' 
tcl/intranet-crm-opportunities-procs.tcl        

Procedures

im_crm_navbar       Returns rendered HTML code for a horizontal sub-navigation bar for /intranet-crm-opportunities/. 
im_menu_crm_admin_links       Return a list of admin links to be added to the "crm" menu 
im_opportunity_base_data_component       returns basic project info with dynfields and hard coded Original version from ]po[ 
im_opportunity_pipeline       Returns a HTML code with a Sencha diagram showing the current opportunities, together with presales_probability and presales_value. 
im_opportunity_sales_stage_closed        
im_opportunity_sales_stage_closed_lost        
im_opportunity_sales_stage_closed_won        
im_opportunity_sales_stage_id_decision_makers        
im_opportunity_sales_stage_needs_analysis        
im_opportunity_sales_stage_negotiation_review        
im_opportunity_sales_stage_open        
im_opportunity_sales_stage_perception_analysis        
im_opportunity_sales_stage_proposal_price_quote        
im_opportunity_sales_stage_prospecting        
im_opportunity_sales_stage_qualification        
im_opportunity_sales_stage_value_proposition        
im_opportunity_user_component       Returns opportunities a user is a member of 

SQL Files

sql/postgresql/intranet-crm-opportunities-create.sql        
sql/postgresql/intranet-crm-opportunities-drop.sql        
sql/postgresql/upgrade/upgrade-5.0.1.0.0-5.0.1.0.1.sql        
sql/postgresql/upgrade/upgrade-5.0.2.2.0-5.0.2.2.1.sql        
sql/postgresql/upgrade/upgrade-5.0.2.3.4-5.0.2.3.5.sql        

Content Pages

www/
      admin.adp
      check-email-exists.tcl
      company-created.adp
      company-created.tcl
      contact-created.adp
      contact-created.tcl
      create-project-from-opportunity.tcl Converts Lead to Gantt Project
      index.adp
      index.tcl CRM Opportunities Landing Page
      new-company-contact.adp
      new-company-contact.tcl
      new-typeselect.adp
      new-typeselect.tcl We get redirected here from the project's "New" page if there are DynFields per object subtype and no type is specified.
      new.adp
      new.tcl
      opportunities.adp
      opportunities.tcl List all opportunitys
      view.adp
      view.tcl View all the info about a specific project.
 
  Contact Us
  Project Open Business Solutions S.L.

Calle Aprestadora 19, 12o-2a

E-08907 Hospitalet de Llobregat (Barcelona)

 Tel Europe: +34 932 202 088
 Tel US: +1 415 429 5995
 Mail: info@project-open.com