Activate opportunities
This additional feature creates link types and folders to use opportunities.
Operating mode
Cloud Suite
On-Premises
Base module
Services & CRM
Additional modules
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Opportunities can be entered, managed and evaluated in Vertec. They make it possible to present a lean sales process in Vertec. You can review your currently open sales opportunities, search for opportunities, and determine which closed opportunities could led to a project. In an evaluation, you can also see the expected turnover per seller over the course of the year.
This application is an additional feature. You can find the corresponding config set here.
Application
In order to work with opportunities, the required link types are activated when importing this config set and the following folders are created:
| Service area | Settings |
|---|---|
Sales pipeline |
The folder shows an overview of the current status of open opportunities:  It is possible to filter by customers and sellers and the probability of project entry is shown graphically. The weighted amount is determined by this formula: Weighted amount = Amount x Probability and thus provides an order of magnitude for the expected average turnover. |
Opportunity search |
In this folder, you can filter by date, seller, status and probability or search for specific customers.  |
Closed opportunities |
This folder contains all inactive opportunities. They can be filtered by date, seller and status. The list shows which opportunities resulted in a project.  |
Controlling |
This folder contains an Annual overview of planned closings for the opportunities classified by sellers. Each month, the sum of the amounts of the sellers' opportunities is shown that are planned completion in the respective month. Opportunities that are not scheduled to close are not included.  If the checkbox |
Requirements and download
Before importing the config set, we recommend you read the Key information about the additional features article. Config sets modify data in Vertec, which can overwrite existing data.
The exact import process is described in Articles about the config sets.
You can download the additional feature with the following link:
| Version requirement | Download |
|---|---|
| 6.7.0.17 | Configset_opportunities.xml |
The following objects are created by importing the config set:
Folders |
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User groups |
The users must be assigned to the user group Folder access sales. |
Link types |
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Class settings |
Class settings and page customizations for the class Activity |