Create an opportunity

You can create a new opportunity from the Tilbud page.

1. 1Open Tilbud from the sidebar.
2. 2Click Nyt tilbud in the top right.
3. 3Pick the Firmanavn this opportunity belongs to. If the customer doesn't exist yet, create the customer first, then come back here.
4. 4Fill in whatever the form asks for. Out of the box that is the Tilbudsnavn (a short description of the deal), the Beløb, the expected Fase, and a Kontakt so the deal is tied to a real person you are working with.
5. 5Press Opret tilbud.

The opportunity now appears in your pipeline view. As the deal progresses, update the stage so the forecast stays accurate. When the deal closes, mark it as won or lost. See "mark an opportunity as won" for that flow.

When your workspace has decided what a deal must have

If an administrator has marked some opportunity fields as required, the new-deal form leads with exactly those, and holds the rest back. Nobody has to scroll a long list looking for the two or three answers your company actually insists on, and nobody can save a deal that is missing one.

Nothing is taken away. Above the fields there is a link offering the remaining fields, so you can fill more in straight away if you want to, and every field is there as normal once the deal exists.

A workspace that has not marked anything required sees the full form, exactly as before. Setting that up is an administrator job: Decide what has to be filled in before a record is created

The sale date a new deal starts with

Out of the box a new deal starts without a sale date. An administrator can change that: open Admin, go to Arbejdsområdeindstillinger and set Standard salgsdato for nye tilbud to, for example, I dag or Om 2 uger. Every new deal then opens with that date filled in, and the person creating it can still change it before saving. Deals that already exist, and a copied deal, keep their own date.

Choosing who works on the deal while you create it

If your workspace has roles for the people on a deal, such as a seller or a meeting booker, the new-deal form shows the Personer block right under the contact. It is the same list you see on the deal afterwards, not a set of extra fields.

1. 1You are already in it as Ansvarlig. If your workspace fills a role with whoever creates the deal, you are in that role too.
2. 2Choose Tilføj person, pick a colleague, then pick their role, for example the meeting booker.
3. 3To change or clear a role, open the menu on that person's row.
4. 4Press Opret tilbud. The deal is saved with everyone in their roles in one go.

If you take yourself out of the automatic role before saving, it stays empty. How to make a role fill itself in: Link a customer and contact to an opportunity

If you're working from a lead that's now ready to become a real deal, don't create the opportunity manually here. Convert the lead instead; that creates the customer and the opportunity in one step.

From an email in Outlook. The DealJourney add-in creates an opportunity from the mail you are reading, against the company the sender belongs to. Choose who is responsible for it there and the deal arrives already assigned.