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TOPIC: Want explanation of the Opportunity module

Want explanation of the Opportunity module 1 month 4 days ago #75514

  • Asiamah
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please the opportunity table does it contain a persons name or organisation name.
Because from your online demo i saw organisation name but in your online documentation it a name of a person.
Please am confused.
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Want explanation of the Opportunity module 1 month 3 days ago #75520

  • pgr
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It contains a link to Account (organization).

Where in the Documentation did you see it using a person name? Maybe the Account is simply called with a person's name...

My SuiteCRM In-depth blog.
Thank you for always stating your SuiteCRM version, checking your logs, reading the Docs, and searching before you ask!
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Want explanation of the Opportunity module 1 month 3 days ago #75565

  • Asiamah
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Ohk Does it mean all accounts are opportunities.?

So when i create an account i have to create a corresponding opportunity.
Last Edit: 1 month 3 days ago by Asiamah.
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Want explanation of the Opportunity module 1 month 2 days ago #75572

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No. These are two separate modules.

You can create a relationship (a link) from Opportunities to Accounts, that's all.

An opportunity must have exactly one Account.

An Account can have zero, one or many Opportunities linked to it.

My SuiteCRM In-depth blog.
Thank you for always stating your SuiteCRM version, checking your logs, reading the Docs, and searching before you ask!
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Want explanation of the Opportunity module 1 month 2 days ago #75577

  • Asiamah
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So Opportunities are organisations who have interest in your product right?
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Want explanation of the Opportunity module 1 month 2 days ago #75582

  • amariussi
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So Opportunities are organisations who have interest in your product right?

Not really!

Accounts are just companies.

Opportunities are potential businesses that arise with specific companies (Accounts).

Imagine that you enter a few accounts in your CRM.

Then you contact one of these companies and they say that they are interested in buying one of your products (Product X).

At this point you may want to create an opportunity for the possibility to sell Product X to that account.

If the company purchases your Product you will mark the Opportunity as won otherwise as lost.

In between there are various stages in the opportunity. For example:
. first contact,
. preparing a quote,
. quote has been sent
. evaluation by the customer
. etc...

Additionally you may prepare a quote (look at the quotes module) and send it to the Account.

And more things.

SuiteCRM is very handy for this.

In the future the same Account may be interested in purchasing again from you. Maybe the same product or another, You will then create new opportunities as they present themselves and associate them to same Account, In this way you will know the history of each of your accounts with all the associated details.
Last Edit: 1 month 2 days ago by amariussi.
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Want explanation of the Opportunity module 1 month 2 days ago #75593

  • Asiamah
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Ok thanx. Buh the contact subpanel on the opportunity page, it holds contacts the are not even related to the account (Organisation). Thus some of the contacts are from a different organisation. In your online demo.

And also the lead subpanel on the opportunity page, you can select leads from accounts (organisation) the is not related to the opportunity account(organisation).
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Want explanation of the Opportunity module 1 month 2 days ago #75608

  • amariussi
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the contact subpanel on the opportunity page, it holds contacts the are not even related to the account (Organisation)
You are right.
This is how it works:
When you are in DetailView mode of an opportunity and you want to add a contact, when you click on "SELECT" you will be shown a list of contacts to select from only from the same account.

However this would be a big limitation as in several occasions you may want to associate to an opportunity also other people who are not part of the client. For example a distributor, a partner or a consultant.
These other contacts can be selected from their DetailView.

If you want you may change this behaviour but you would have to code a customisation.

the lead subpanel on the opportunity page, you can select leads from accounts (organisation) the is not related to the opportunity account
I am not sure of the underlying reason here. Probably it's similar to the above.

Again: if this behaviour is inconsistent to your implementation you may code a customisation to make it behave as desired.

These customisations shouldn't be too complicated. I believe that in the past someone in the forum discussed a way to oresent a customised list under the subpanels, so you may search for it and try to adapt it to your needs.
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Want explanation of the Opportunity module 4 weeks 2 days ago #75634

  • Asiamah
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OHk thanx
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Want explanation of the Opportunity module 4 weeks 2 days ago #75637

  • Asiamah
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Heloo can you please explain the lead statuses for me.

New.
Assigned.
In process.
converted.
Re_Cycled.
Dead.


And please the calls and meetings module are the same or?? I thought the calls would be for real telephone calls but it is sent through emails just like the meetings module. Any explanation??

Thanx in advance.
Last Edit: 4 weeks 2 days ago by Asiamah.
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Want explanation of the Opportunity module 4 weeks 2 days ago #75640

  • pgr
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You can use it like you want to, basically. Set up your own process. If necessary, change these values in "Admin / Dropdown editor".

But if you just want to learn about Sales processes with SuiteCRM you will find plenty of places explaining it for SugarCRM, and there haven't been many changes in this regard.

For example

www.slideshare.net/atcoresystems/lead-ma...series-lead-statuses

My SuiteCRM In-depth blog.
Thank you for always stating your SuiteCRM version, checking your logs, reading the Docs, and searching before you ask!
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Want explanation of the Opportunity module 4 weeks 2 days ago #75643

  • Asiamah
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Thanks for all your explanations.

Please this one not answered.

And please the calls and meetings module are the same or?? I thought the calls would be for real telephone calls but it is sent through emails just like the meetings module. Any explanation??
Last Edit: 4 weeks 2 days ago by Asiamah.
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Want explanation of the Opportunity module 4 weeks 2 days ago #75671

  • amariussi
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meetings module are the same

They are different modules, however similar in their purpose: schedule and keep track of interactions (calls or meetings) with third parties (customers or prospects).

If you are receiving emails it is because you have instructed the system to send them to you.

With these modules you may either schedule meetings/calls that will happen in the future or just keep track of meetings/calls that have already taken place.

In the future you will know the activities that will have taken place with each specific account / contact. If you add the notes in preparation and after the event has taken place, the next time you interact with this sunject you will find all the information handy.
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Want explanation of the Opportunity module 4 weeks 1 day ago #75676

  • Asiamah
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Thanks kk, Hope am not worrying you too much......Reports and spots too am seeing similar things there.
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Want explanation of the Opportunity module 4 weeks 1 day ago #75693

  • amariussi
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Reports and spots too am seeing similar things

Maybe similar. However different.

Some may use one, some the other, some both, some none!
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