In Creatio you can create opportunities manually or work with opportunities created automatically when a lead is transferred to the "Awaiting sale" stage.
Registering an opportunity manually.
To add a new opportunity, simply fill out a few required fields. Then you can run the corporate bank sales process and follow the system tips gradually entering information on the current opportunity stage.
To register an opportunity:
1.Create a new record in the [Opportunities] section.
2.On the displayed page, fill in the required fields:
a.In the [Name] field, enter the deal name, for example, its reference code and customer.
b.Specify the potential customer for whom the opportunity is created. Read more
c.Fill in the [Need type] field to specify the product category of your company in which a customer is interested.
d.If you are aware of any additional information about this deal you can also enter it on the opportunity page.
3.Save the page.
Note
If the [Create lead for opportunity] is selected then when an opportunity is added to the system, a lead connected to it will also be added.
As a result, a new opportunity will be added to the system. Now you can start the corporate bank sales process.
How to register an opportunity automatically
If the [Run opportunity process] system setting is selected, the system will register a new opportunity when a lead is transferred to the “Awaiting sale” stage.
The following fields will be filled in: [Customer], [Department], [Owner] and [Created on] fields as well as a number of fields on the [Parameters] detail. The values of these fields are filled in on the handoff to bank sales page, which is filled in on one of the lead management process stages. The products from the lead page will also be copied.
The [Name] field values will be formed as a concatenation of the following values on the opportunity page:
[Customer] / [Number of registered opportunities +1]
You can set up a dynamic folder, for example, by using the [Date] filter.
Note
The corporate bank sales process will start automatically when a lead is handed off to bank sales.
See also
•How to start the corporate sale process
•The [Leads] section > Lead handoff to bank sales
•The [System settings] section > System settings description
