Product line
Standard
|Expert
Operating mode
CLOUD ABO
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
In Vertec, Opportunities entered, managed and evaluated. With this plug-in, the required link types are activated and folders are created to work with opportunities.
Opportunities make it possible to present a lightweight sales process in Vertec. You get an overview of your currently open sales opportunities, can search for opportunities and determine which closed opportunities have resulted in a project. In an analysis, you can also see the expected revenue per Salesperson over the course of the year.
Download the plug-in with the following download link and install it in your Vertec. The exact procedure is in the article Things worth knowing about the plug-ins described.
| Version | description | Download |
|---|---|---|
| 6.6.0.1 | Includes features from version 6.6. |
ConfigSet_Opportunities.xml |
The plug-in – if not already available – removes the root folder sale and the associated User group created as well as the Opportunities folder on the user, which all Opportunities captured contains.
The root folder sale will have the following subfolders:
| Service sector | settings |
|---|---|
Sales Pipeline |
The folder shows an overview of the current status of open opportunities:  It is possible to filter by customer and Salesperson and the probability of the project entering is graphically displayed. The weighted amount shall be determined by the formula: Weighted Amount = Amount x Probability and thus provides an order of magnitude for the expected average turnover. |
Opportunities Search |
In this folder, you can filter by date, Salesperson, status and probability, or search for specific customers.  |
Completed Opportunities |
In this folder are all inactive opportunities. They can be filtered by date, Salesperson and status. The list shows from which opportunity 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 whose planned completion in the corresponding month. Opportunities for which no planned closing is recorded are not taken into account.  When the checkbox |
Importing the plug-in creates the following objects:
folder |
|
User groups |
Users must be assigned to the Folder Access Sales user group assigned become. |
Link types |
|
Class Settings |
Class settings and page customizations for the activity class. |