Working with Opportunities
This section describes working with opportunities. It discusses the following topics:
Managing OpportunitiesDiscusses the process of identifying and following up on opportunities, sending quotes and negotiating details, finalizing orders, and offering post-sales service.
Opportunity Lifecycle in QAD CRMDescribes the stages of an opportunity life cycle.
Maintaining OpportunitiesExplains how to use the Opportunities module with details on the module contents and maintaining opportunity lines.
Managing Role PlayersDiscusses different types of role players with details on external and internal role players, competitors, and partners.
Filtering OpportunitiesExplains how to use the Opportunity Filter screen.
Enterprise Applications Integration ConsiderationsExplains how to send quotes to Enterprise Applications, use sales quotation template records, send sales orders to Enterprise Applications, receive sales quotes and sales orders from Enterprise Applications, and discusses some differences for the Enterprise Edition.