Activate opportunities
This additional feature creates link types and folders to use opportunities.
Product line
Standard
|Expert
Operating mode
CLOUD ABO
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Created: 09.08.2021
Machine translated
Updated: 26.04.2023
|
Updated documentation and screenshots and added technical information.
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 up-to-date open sales opportunities, can search for opportunities and determine which completed opportunities have resulted in a project. In an evaluation, you can also view the expected revenue per salesperson over the course of the year.
This application is an Additional Feature . The corresponding config set can be found here .
Application
To work with opportunities, when Import this config set , the required link types are activated and the following folders are created:
| Service sector | settings |
|---|---|
Sales Pipeline |
The folder shows an overview of the up-to-date status of the open opportunities:  Customers and salespersons can be filtered and the probability of project entry is displayed graphically. The weighted amount shall be 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.  |
Completed Opportunities |
In this folder are all inactive opportunities. They can be filtered by date, a salesperson and status. The list shows from which opportunity a project was created.  |
Evaluations |
In this folder there is an annual overview of the planned closures of the opportunities grouped by salesperson. Each month shows the sum of the amounts of the salesperson’s opportunities that are planned completion in that month. Opportunities that are not scheduled to close will not be taken into account.  When the checkbox |
Requirements and Download
- The Expert product line is a prerequisite for this feature.
Important information before importing can be found in the article Interesting facts about the additional features . 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 |
|---|---|
| 6.6.0.1 | 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. |
Link types |
|
Class Settings |
Class settings and page customizations for the activity class. |