Close Winning a Product Opportunity
Close Winning a corporate opportunity Opportunity
This guide will explain close winning a corporate product opportunity
Note: To close win a product quote you must have something in the PO field. If the client does not require a PO number please follow the Naming Convention.
Search for the Opportunity
This guide assumes you have already accessed the opportunity, if you have not done so please complete a search first.
Add Purchase Order details
Save the Purchase Order
a: Mandatory field: enter the purchase order # into this field, if known.
If there is NOT a purchase order #, enter relevant text into the field, eg Contact’s name or date.
Click on save
Change stage
Click on select “Order Stock”
Mark as current stage
Upon completion
The stage has been changed to Closed Won – Product Ordered
Select the details tab
Scroll down to product summary. You will notice the product opportunity field has been automatically updated with the opportunity name and opportunity stage.