Sales Management Opportunities Resolve a Sold Opportunity
Resolving a Sold Opportunity (continued)
6. The Opportunity Resolution form will be displayed. Select the Resolution code from the drop-down list.
7. The Resolution Date will default to today's date; this field is used to record the date the sale was closed. The User may override the defaulted date if necessary.
8. If the salesperson was competing against another company for the business, select the Competition code from the drop-down list. If there was no competition or the competitor is unknown, your company should setup codes for these purposes to be available for selection.
9. Close Opportunity - select this option. This will inactivate the Opportunity so that is will no longer appear in the Opportunity Queue.
10. Inactivate Prospect - If there are no other Opportunities to be resolved, select this option.
11. Create Customer - If the Opportunity is for an existing customer, do not select this option. At this point the User will press the Save button. If the Opportunity is for a new Site and or System installation, the User will open the existing Customer record, add a new Site & System then create the Job.
If the Opportunity is not for an existing customer, select this option and continue on to step 12.
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