Difference between revisions of "Opportunity"
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Let us remember that opportunities are generated once the Lead has been created and accepted to get a proposal from Porthole Repair. And it is required to have at least one opened RPH created, for the lead or account before proceeding with the Opportunity creation. | Let us remember that opportunities are generated once the Lead has been created and accepted to get a proposal from Porthole Repair. And it is required to have at least one opened RPH created, for the lead or account before proceeding with the Opportunity creation. | ||
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This module has the tools to provide consistent and professional follow up as necessary to produce consistent sales revenue. | This module has the tools to provide consistent and professional follow up as necessary to produce consistent sales revenue. | ||
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| + | =A definition= | ||
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| + | An opportunity is a specifically defined number and scope of repairs that the client can either authorized or not. | ||
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| + | There is no significant difference between a quote and an opportunity. | ||
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| + | Opportunities are always nested under either a Lead or an Account. It is possible to have more than one opportunity under Lead if none of the opportunities ever result in a sale. Otherwise as soon there is a sale, the Lead is converted to an Account. | ||
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| + | Further no Lead or Account can have 2 opportunities opened at the same time, because what an opportunity is by definition is a recommendations for one or more repairs. | ||
Revision as of 14:36, 21 October 2020
An Introduction
Let us remember that opportunities are generated once the Lead has been created and accepted to get a proposal from Porthole Repair. And it is required to have at least one opened RPH created, for the lead or account before proceeding with the Opportunity creation.
As all sales professionals understand, a small number of prospects and clients will be motivated enough to follow up with the company and sign the contract in a timely fashion. It is our job to make life easier for our clients, so we do not just send quotes to file and forget about them. Potholes do not fix themselves; they just grow larger and become more expensive to repair. Our clients are very busy and manage multiple projects at many properties, so we stay on top of our opportunities and help them avoid bigger problems.
This module has the tools to provide consistent and professional follow up as necessary to produce consistent sales revenue.
A definition
An opportunity is a specifically defined number and scope of repairs that the client can either authorized or not.
There is no significant difference between a quote and an opportunity.
Opportunities are always nested under either a Lead or an Account. It is possible to have more than one opportunity under Lead if none of the opportunities ever result in a sale. Otherwise as soon there is a sale, the Lead is converted to an Account.
Further no Lead or Account can have 2 opportunities opened at the same time, because what an opportunity is by definition is a recommendations for one or more repairs.
