Work an opportunity

Click a card to open the opportunity.

The fields that matter

• Expected Revenue: what the deal is worth.
• Probability: BridgeERP predicts a chance of winning from your past wins and losses (the figure beside the gear). The figure after at is the one used; type your own to override the prediction, and click the gear to go back to it.
• Contact: the customer. Email and phone come from their contact card.
• Salesperson and Expected Closing: who owns it, and when you expect a decision.
• Stars for priority and Tags for your own labels.

Moving it along

1. Click the next stage in the status bar when the deal moves on.
2. New Quotation starts a quotation for this customer, linked to the opportunity; the Quotations button at the top counts them.
3. Won closes it as won: it moves to the Won stage at 100%.
4. Lost asks why.

A lost opportunity leaves the pipeline: it is archived with its reason, so your reports can show why deals are lost. The Lost filter in the search finds it again, and Restore on the opportunity brings it back.