Creating Opportunities
Opportunities are a key mechanism to identifying upsell or cross-sell needs for the end-user. Creating an opportunity from the Work Order record allows the technician to indicate the need from a customer at the time of service closure.
To create an opportunity from a Work Order record:
1. Launch the work order record for which you want to create an opportunity.
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The Create Opportunity option is available only if the status of the Work Order record is Closed or Completed.
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2. Navigate to Service Process Wizard > Work Order Closure > Create Opportunity.
3. Provide the details as explained in the following table.
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Field Name
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Field Description
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Fields marked with * are mandatory.
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Name*
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Enter a name for the opportunity.
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Account ID
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This field is pre-populated from the Work Order record and is not editable.
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Contact ID*
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This field is pre-populated from the Work Order record. Edit it as required.
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Description*
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Enter a brief description of the opportunity.
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Close Date
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Select a date by which you want to close the opportunity.
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Opportunity Type
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Select a type of opportunity from the available list. The options are:
• Existing Customer - Upgrade
• Existing Business
• New Business
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Stage*
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Select a stage of the opportunity from the available list. By default, Qualification is selected for this field.
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Next Step
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Enter the next step of your proposed opportunity.
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Lead Source
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Select a lead source for the opportunity from the available list.
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4. Click Next. A confirmation screen is displayed.
5. Click Finish. You are redirected to the Work Order Details page.