The Web Client is Full of Opportunities
According to Merriam-Webster dictionary, opportunity is defined as “a favorable juncture of circumstances” or “a good chance for advancement or progress” – and in business? opportunities are like seeds with a promise. Every time we identify one, we try to assess the odds – is it worthy to plant and nurture the seed? Will it pay off? So many variables may affect the outcome of each opportunity, so even the ones with a great intuition prefer to manage their opportunities systematically. The Web client for SAP Business One enables you to create and process sales and purchasing opportunities:
The “Opportunities” app opens the Manage Opportunities list view where you can search, filter, and create various views of opportunities, as well as change the status of single or multiple opportunities in a bulk action, remove irrelevant ones, preview, and create new ones.
In the Opportunity form there are visual indicators for the closing rate and status, and various operations are available according to the current status of the given opportunity:
The “Create Opportunity” app launches the Opportunity form in Add mode for creating new opportunities. Both apps are available under the CRM module, in the home page and in the Main Menu. If you already manage opportunities in SAP Business One, they will be available for you in the Web client – just log in.
Available in SAP Business One 10.0 FP 2105 and SAP Business One 10.0 FP 2105, version for SAP HANA. This tip and all the other tips are available on SAP Community. You can also visit the Implementation Arena for useful implementation tips.