Sales Opportunities

[Product User]

When users are tracking everyday sales activities do they usually use the notes field or the history field and what the benefit of each with respect to reporting sales activities and reviewing progress.


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[Support Team]

Re: Sales Opportunities

When working with Opportunities, you can choose to manage the history and activity in any way which works for you. Basically, using the Notes field is usually more general, and is used for ongoing notes regarding the opportunity (on top of the description), such as notes regarding the customer and special characteristics for this opportunity.

The History tab is used to track the overall activity for this opportunity, including any Documents, Messages, Audit changes and History Notes. This is usually the place to document important phone calls you wish to log with date and time, any other communication that was performed with anyone related to this opportunity, etc. This tab provides an overview of all the ongoing activity for this opportunity. Note that when the opportunity is won, and you may wish to charge the customer for the work performed up to now, you can easily transform a History Note into a Charge (from the history Note window > More Actions).

As for tracking and reporting, you can go over the existing Opportunities reports from Reports > Opportunities, and see how they can help you. You can track the opportunity by status (Open, Won, Lost and Canceled/On Hold) and analyze your performance and success. You can also use the Amount and estimated Probability in order to track your current expected income, and more.


Sherry