Overview

The Opportunity View in TamilAccounting provides a centralized place to manage and track potential sales opportunities within the CRM module. It is designed to give users a comprehensive view of the details related to each opportunity, ensuring that sales teams can effectively manage and convert these opportunities into actual sales.

Details in Opportunity View

1. General Tab:

   • Opportunity Name: The name of the opportunity, which often describes the potential deal or sales scenario (e.g., New Tricky Track from opp to quote).
   • Organization Name: The name of the organization associated with the opportunity (e.g., Just for test).
   • Customer: The name of the customer who is involved in the opportunity (e.g., Kelly).
   • Contact: The contact person within the customer organization who is managing the opportunity (e.g., Kelly).
   • Custom Information: Any custom information related to the opportunity (e.g., Name of John).
   • Amount: The total monetary value associated with the opportunity (e.g., ₹423,000).
   • Probability: The likelihood of closing the deal, expressed as a percentage (e.g., 60% or 0.600).
   • Business Type: The type of business transaction, such as whether it is a new business or an existing one (e.g., Existing Business).
   • Lead Source: The source from which the opportunity originated (e.g., Other).
   • Sales Stage: The current stage of the sales process for this opportunity (e.g., Industry 2).

2. Description Section:

   • Description: A brief narrative description of the opportunity, providing context or additional details (e.g., This is a test opportunity to understand how it works and connected to sales quote).
   • Date: The date associated with the opportunity's details (e.g., 13/12/2023).

3. Tabs for Opportunity Management:

   • Activity: Track and manage all activities related to the opportunity, such as meetings, calls, or emails.
   • Files: Manage documents and files associated with the opportunity, allowing for easy access and storage.

This documentation provides a detailed guide on how to utilize the Opportunity View in TamilAccounting to manage sales opportunities effectively. The centralized view allows users to track all relevant details, monitor progress, and ensure that potential deals are not lost in the sales process.