Activate opportunities
This additional feature creates link types and folders for the use of opportunities.
Operating mode
Cloud Suite
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Created: 09.08.2021
Machine translated
Updated: 26.04.2023
|
Expandability for evaluation folders removed, version requirement raised to 6.7.0.17.
Opportunities can be entered, managed and evaluated in Vertec. Opportunities make it possible to present a lightweight sales process in Vertec. You get an overview of your current open sales opportunities, can search for opportunities and determine from which completed opportunities a project arose. In an evaluation, you can also see the expected turnover per salesperson over the course of the year.
This application is an Additional Feature. The corresponding config set can be found here.
Application
In order to work with opportunities, the required link types are activated when Import 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 salespeople and the probability of project entry is displayed graphically. The weighted amount is determined by the formula: Gewichteter Betrag = Betrag x Wahrscheinlichkeit and thus provides an order of magnitude for the expected average turnover. |
Opportunities Search |
In this folder you can filter by date, a salesperson, status and probability or search for specific customers.  |
Closed opportunities |
This folder contains all inactive opportunities. They can be filtered by date, salesperson and status. The list shows from which opportunities a project was created.  |
Evaluations |
This folder contains an annual overview of the planned closures of the opportunities grouped by salesperson. Each month, the sum of the amounts of the salesperson’s opportunities that are planned completion in that month is shown. Opportunities that are not scheduled to close will not be counted.  If the checkbox |
Requirements and Download
Important information before import can be found in the Worth knowing about the additional features article. Config sets modify data in Vertec, which can overwrite existing data.
The exact import process can be found in the Articles about the config sets.
Download the additional feature with the following download link:
| Version Requirement | Download |
|---|---|
| 6.7.0.17 | Configset_opportunities.xml |
The following objects are created by importing the config set:
folder |
|
User groups |
The users must be assigned to the assigned Access Sales user group. |
Types of links |
|
Class settings |
Class settings and page customizations for the Activity classActivity |