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Field Name | Help |
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Opportunity Name | Default to Account Name |
Opportunity Currency | Default to the Assigned Dealer’s Currency, or CAD if the Assigned Dealer is blank. |
Account | Search for an Account, or enter relevant information to create a new account |
Price Book | Default to Standard Price Book |
Closed Date | Default to Today’s date |
Stage | Default to “Proposal” |
Assigned Dealer | Default to the account that is linked to the Assigned Salesperson. |
Assigned Salesperson | Default to the contact that is linked to the logged-in user. |
Create a New Opportunity
Need more information
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Read Editing Quotes to continue to edit the quote.
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Read Editing Quotes to continue to edit the quote.
Click Add Lines to add products.
Type any part of the Product Name to search for products.
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The following fields are automatically populated.
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Field Name
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Help
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Estimated Dealer’s Cost
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From the Dealer Cost field from the Price Entry, filtered by Currency on the header
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Margin
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Default to 20% but can be changed.
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Quantity
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Default to 1 but can be changed.
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Unit Price
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Estimated Dealer’s Cost / (1- Margin))
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Line Amount
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Quantity * Unit Price
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Dealer Cost
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From the Dealer Cost field from the Price Entry, filtered by Currency on the header
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Cash
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From the Cash field from the Price Entry, filtered by Currency on the header
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Promo
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From the Promo field from the Price Entry, filtered by Currency on the header
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MSRP
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From the MSRP field from the Price Entry, filtered by Currency on the header
After you finalize the products and quantity, navigate to the Payment tab to select a Finance Company.
The finance programs associated with the finance company will be automatically populated.
You can continue to adjust the Participation Fee and Dealer’s Margin as needed.
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Then select a Finance Program. The total Selling Price and Estimated Dealer’s Cost will be allocated down to the detailed lines using the Dealer Cost field for each of the products.
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Navigate to the Customer tab. You can use Phone No. or email to search for an existing customer.
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Select a customer, and then the system will automatically populate the name and the address to the quote, together with the customer ID.If the customer does not exist in the database, the system will create a new account with the entered customer’s name and address.
| Info |
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Currently, if you change the Customer’s First Name, Last Name, Phone, Email and Address, the changes are NOT copied back to the account. Need to discuss it more. |
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The detailed finance program with modified Participation Cost and Dealer Margin is saved in the Finance Program Details field on the Quote for future retrieval.
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Opportunity is sync’d from the latest quote.
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