Opportunities | Customer Realations | Comidor Low-Code BPM

Opportunities

789 592 Comidor BPM Platform

Comidor Opportunities allow the in-depth monitoring of potential deals. Opportunities are coming as a second level in the Comidor CRM process: Leads turn to Opportunity which probably is associated with a Contract. This unit gives you the chance to monitor your potential deals, check tender and see how many opportunities your salesmen have turned to sales.

  • Opportunities can be monitored through Workbench and Process Overview, when selecting Processes of type Opportunity.
  • Repetitive processes can be created, re-used and monitored from Process Templates.
  • There is a Timesheet specifically for Opportunities, where you can see Tasks per each Opportunity in one picture.
  • Notify yourselves or your team of a specific action upon a process with Notification Scenarios.

 

Create an Opportunity

In order to access Opportunities, go to:

  1. Modules Menu Icon > Customer Relations > Opportunities. A new Unit Action Tab appears with the name Opportunities in the Active Units Bar.
  2. Start with creating a new Opportunity by clicking on the ‘+’ sign in the Unit Title Bar. A new form appears.
  3. Afterward, fill in the Title of the Opportunity and the Basic Info of the Opportunity.
    • Category: Search for a Process Category and select it or add a new one. See how to add Categories in Data Management.
    • Assigned to: Click on Assigned to field in order to see Comidor Users and Groups. You can assign this Opportunity in as many as people or groups you wish. This means that people you will select here, are these who will be responsible upon Opportunity tracking and completion.
    • Select the Priority of the Opportunity between Low, Normal, High or Top.
    • Set Scheduled Start and End Dates and Times of the Opportunity.
    • Connect this Opportunity with a related Account and Workflow. 
    • Set a Success Possibility of this Opportunity turning to Closed Sale.(in a percentage %)opportunities/comidor low-code bpm platform
  4. Continue with any Additional Info:
    • Category: Search for a Process Category and select it or add a new one. See how to add Categories in Data Management.
    • Responsible Group: Select the group who will have the accountability of this Opportunity.
    • Select the Importance (Normal, High, Top) of the Opportunity.
    • When Region code is set up in Regional Settings, suggested calculated hours give the timeframe of the working hours between scheduled start and end, excluding public holidays, etc.
    • Every Opportunity may have its core relations. So, you can Link this Opportunity with a related Contact, Parent Process, Personnel, and a Service. Type some related letters to find an entity.
      opportunities/comidor low-code bpm platform
  5. Furthermore, extra Permissions/Notifications can be set for this Opportunity.
    • Send notification to: Fill in Comidor Users and Groups, you wish to receive a notification when someone commented on this Opportunity. Some ready-to-use Process-based options are also available (Creator, Assignees – people added in the field “Assigned to”, Responsible Group – Org. Chart group selected in field “Responsible Group”, Personnel – related Personnel selected)
    • Click on the checkbox, whether you wish to inform Process Administrator upon task completion.
    • Additional access: People or/and Groups that should have access on this Opportunity, without being necessary to act upon it.
    • Change rights: People or/and Groups that could edit this Opportunity details in the future. “Everyone” is chosen by default. This means that Everyone who has access on this Opportunity will have the right to modify it.
    • Click on the check box to set this Opportunity execute automatically on the Scheduled Start and End Dates and Times.
  6. You may want to add Location Details, such us Country, Address and City information.
  7. Then, complete Opportunity Description.
  8. Execution field will be later filled when the process will start. In case, that the process has already started, make sure you will complete these fields as well.
    • The stage is by default on the Approach phase. Choose the correct current stage, if needed (Prospecting, Investigation, Presentation, Proposal, Evaluation, Review, Negotiation, Qualification, Closed Won, Closed Lost, Paused).
    • Completed (%) is the percentage of Opportunity completion and should be added and managed manually by the Opportunity holders.
    • The state will be stated automatically as Created when the Opportunity will be created. You may change this later as Scheduled, Running, Running, Completed, Canceled, Paused or Failed. Opportunity State will be changed to Running automatically, provided that you had check Start automatically field at the bottom right.
    • Start and End Dates & Times are the execution actual start and end dates and times. They will be displayed when the Opportunity starts and is completed.
    • Complete the date which the Opportunity has been Closed at.opportunities/comidor low-code bpm platform
  9. In the Performance section, Estimated workload, is the expected number of hours to be spent in this Opportunity. More of less, the Opportunity duration, in hours. Provided that a “Region Code” is selected for the Opportunity, a calculated duration based on the date range and any public holidays included will be provided. You can also add an Objective (KPI), to measure i.e. Sales, Hours spent per Person, etc.opportunities/comidor low-code bpm platform
  10. As per the Financial information:
    • Select the Billing Currency for this Opportunity.
    • Target Revenue is the expected turnover that company will earn upon this successful Opportunity. When the deal is closed, you may add the Contract and Contract Value.
  11. Set users that will be Administrators and Opportunity’s Supervisor. Practically, this means that these users will have access on this Opportunity, even if you did not add them in the Basic Info above.
  12. Finally, click on Save to save the Opportunity, on Save and New to save it and create a new one, on Save and notify when you need to save but also send a Note- Notification message to appropriate people, or Cancel to cancel the procedure.

Edit an Opportunity

In order to access Opportunities, go to:

  1. Modules Menu Icon > Customer Relations > Opportunities.
  2. Click on a Opportunity from the list view in order to enter and manage it.
  3. Click on the pencil button to edit the Opportunity details.
    • Apply any changes in the fields. Press Save or Save and Notify depending on whether you would like simply to save or send a Notification message as well while applying changes.
      • Edit button only appears to people that you have added in Change Rights field of an Opportunity.opportunities/comidor low-code bpm platform

Monitor an Opportunity

  1. Click on the Actions button to open a list of actions.
    • At any time you may Refresh the page.
    • Select Delete to delete this Opportunity.
    • Click on Print whether you need to print this Opportunity view. A new tab opens in the web browser. Click on Ctrl+P to Print. (Changes may apply in different browsers)
    • Click on Link with in order to Link this Opportunity with any Comidor entity (other process, account, contact, project, opportunity, etc.). A pop-up window appears.
    • Click on Notify in order to Notify a person or group of people regarding this Opportunity.
    • If you wish to make an exact copy of this Opportunity, just click on Duplicate. In the pop-up that opens, you may adjust Title, Date, Account and select whether Sub-processes and Tasks should be copied, too.opportunities/comidor low-code bpm platform
    • Choose Schedule Notification to set a new Reminder for a specific user upon this Opportunity. A pop-up window appears.Then, decide when the notification should be sent.
        • On Process Completion or On Process time. 
        • When Opportunity is a Number of Days/ Number of Hours/Number of Minutes delayed.
        • Or specific Number of Days/ Number of Hours/Number of Minutes before the Process.
      • Now, you can select the user you want to send the reminder. The reminder will arrive in his Notifications Bar.
      • Check the boxes Email and/or SMS, if you wish to notify a user via email and/or sms.
      • Finally, click Save to send the notification or Cancel to go back to the View Form or close the window (X).
        • User can view the already set Reminders through side box of the Opportunity in the Notifications section. Selecting a Reminder, you can choose to Delete it.opportunities/comidor low-code bpm platform
    • Print notes added on the discussion board of this Opportunity. Pop-up appears prompting you to select a timeframe of notes to report you are about to see/print.
    • Make a copy in process Scheduling will copies this Opportunity in Process Scheduling unit, in order you to be able to re-schedule it for the near future with repetition.
  2. Change Opportunity state simply by clicking on the state button on the top right. Then select the state of the Opportunity between: Opened, Confirmed, Scheduled, Running, Completed, Paused or Failed.opportunities/comidor low-code bpm platform
  3. Click on Sub-processes at the side-box, in order to see all the processes that the main Opportunity includes.
    • You can easily create a new sub-process, by clicking in the ‘+’ button. A new window appears and you have to fill in all the required fields. Click save to proceed, or cancel to discard the changes you have made.
  4. From this point, users can also track Competitors that are dedicated to this Opportunity. Click on the ‘+’  to add a new Competitor and on ‘-‘ to eliminate it. Search the Product/Competitive Product, link it with an Account, add some Description, the Proposal amount and select the Result status.opportunities/comidor low-code bpm platform
  5. Click on the Form Answers to see all responses or complete a new response in a Survey that has been created and is related to all contacts.
    • Fistly, click on the “New” button and a new window opens.
    • You have to search and find that Survey entity, choose Editor from the users and Access rights of the response.
    • Then, select between Saving, Saving and creation of new response, Saving, and Notifying. Alternatively, press Cancel to go back in the Opportunity entity.

Add Tasks & Files in an Opportunity

Tasks setting is necessary to schedule work that should be performed by multiple people and groups. Add a quick Task by clicking on the ‘+’ at the bottom right of the Opportunity, being in the Summary tab.

A new form opens. At this point, you can create multiple Tasks, enter and monitor them from this point. Click on the refresh button, in order to instantly see all new-added tasks in the form.opportunities/comidor low-code bpm platform

Also, you can easily upload related files straight from your Desktop or by clicking on to attach a File URL. Click on an already uploaded file to Open it , Rename it or Delete it. Downloading and previewing of current and previous versions are available.

Discuss an opportunity

Users that have the right to view an Opportunity can also read any discussion that occurs inside that Process in Notes.

They can click on Refresh to see new comments. Click on Show More or Show Less to see the number of comments they wish. Also, they can write a note and click on Comment to see it added.opportunities/comidor low-code bpm platform

Only people and people in groups that are added in “Send Notification to” field receive notifications in the Notifications Bar about these comments.

Massive Opportunities actions

  1. In order to access Opportunities, go to Modules Menu Icon > Customer Relations > Opportunities.
  2. Then, in the List view of Opportunities, check multiple Issues and perform actions upon them.opportunities/comidor low-code bpm platform
    • Select multiple Opportunities and click on Delete to delete many Opportunities in one move. A check message appears in a pop-up window prompting you to be specific and check what Opportunities (and their sub-processes) you would like to delete. Choose between “Yes, delete all”, “Yes, but just those selected”, “No”.
    • Click on Link with to Link the Opportunities with a Comidor entity, such as another Process, Issues, Survey, Project, Account, Contact, Message, File, etc.. Alternatively, select Tag to apply multiple tags at once.
    • Select Print notes added on the discussion board of this Opportunities. Pop-up appears prompting you to select a timeframe of notes to report you are about to see/print.
    • You can also select multiple Opportunities and click on Change state. A new pop-up window appears. Click to expand the list, select one state and click on Ok. Changes will occur.
    • Select multiple Opportunities from the list and click on Change category. A new pop-up window appears. Click to expand the list, select one business category, and click on Ok. Changes will occur.
    • Finally, select to Make a copy in Process Scheduling, to copy this Opportunities and transfer it to Process Scheduling unit, where you can set a repetition for it.

Measure Tools

  1. Click on the Actions button on Opportunities to find out Measure tools.opportunities/comidor low-code bpm platform
    • Select between Export or Print buttons, in order to export or print the list of the Opportunities that you are viewing at that moment or all. Make sure prior to this action that you are viewing the searched or filtered or all processes after you have sorted and/or grouped them by the way you wish.
    • Click on Comparison, in order to compare Successful and Failed Opportunities per user per year. Check the results.Opportunities
    • Click on Funnel to see the Opportunities’ Stages funnel with the expected income sums.Opportunities
    • Otherwise, choose Won/Lost to see a pipeline of all the Won and Lost Opportunities per year and per user.Opportunities
    • Click on Competition to see a pie chart of the market share per each product.Opportunities
    • Finally, you can press Reports to print or export an Opportunity Report upon specific filters.
      • Choose the Opportunity Report type (Opportunities per Account or per User).
      • Select any filters you wish (Opportunity, Account and User filters are available) and click on Apply for each section.
      • Then, click on Refresh icon next to each type of report to apply the filters there.
      • Choose either Content or Graph tabs to see the results.
      • You can also Print or Export these Reports.