Working with Opportunities
Available options depend on the settings for the Opportunity module. In this article, we share with you the best practices and specific features.
Best Practice
We recommend:
-
Create the custom related list and customize its columns to display Opportunity Products with all required information in the Opportunity module.
-
Customize mini layouts with desired fields to create Opportunity Products more conveniently.
-
Add the Currency ISO Code field on the Opportunity page layout when using multi-currencies.
To create an Opportunity record, a user should have permission to create records.
Working with Opportunities in the CT Mobile app
Multi-Currency Support
In the case of multi-currency support, all objects will have the Currency ISO Code field to select the required currency.
-
If a user changes the currency for Opportunity, all added Opportunity Products will be removed.
-
The user works only with those price books and products that have the same currency.
Forecast Category and Probability
Business purposes divide the opportunity flow into several stages with a given Forecast Category and Probability for each stage.
-
When a user changes the Stage for Opportunity, the appropriate values of Forecast Category and Probability are set.
-
The user can manually fill out the Probability field from 0 to 100.
Create an Opportunity and add Opportunity Products
To create an Opportunity and add Opportunity Products:
-
Tap the Opportunities menu item and tap the desired Opportunity record or create a new one if enabled.
-
Go to the tab with the custom related list of Opportunity Products and perform one of the following:
-
Tap the Plus button and manually add the desired products.
A price book will be automatically filled out when a user adds a product. -
Tap the Plus button and, if configured, select the desired price book to it using a mini layout. Then, add a product from the selected price book.
-
-
Repeat step 3 to add other products.
The products are added.
Important Notes
-
A user can select only products available to Opportunity and with the same currency as for it.
-
When a user selects the price book for Opportunity, all products may be added only from the selected price book.
-
To change the price book, delete all added products and then add new ones from the desired price book.
-
When a product has been added, the Sales Price field of the Opportunity Product record is automatically filled out but the mobile user can edit it.
-
When the Opportunity Product records have been synchronized, they cannot be edited despite the user and object permissions.
Calculate Amount and Expected Revenue
The Amount field of Opportunity may be edited when there are no related Opportunity Product records. Otherwise, its value will be the sum of the values from the Total Price field of the Opportunity Product records. Also, the value will be recalculated each time a user creates, edits, or removes the Opportunity Products records.
The Expected Revenue field has the formula type and will be recalculated each time when a value is changed in the Amount or Probability field.