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Exact Synergy Enterprise   
 

Latest opportunities lost widget

Menu path

Click , and then click the desired workspace.

Introduction

You can add this widget to your workspace to display a report of lost opportunities. This report displays the opportunity description, the account linked to the opportunity, the reason lost, the competitor lost to, the date the opportunity was lost, and the planned amount. These opportunities are listed in the descending order of the date the opportunity was lost (from the most current date to the earliest date).

To view or update the opportunity card, click the opportunity description in the Opportunity: Description column. You can also click the planned amount in the Planned amount column to go to the opportunity search page and then click the opportunity code. Click the account name in the Account: Account column to view or maintain the opportunity account information.

Click the reason for losing the opportunity in the Opportunity: Reason lost column to modify the description for the reason. Click the competitor account name in the Opportunity: Lost to competitor to view or maintain the competitor account information.

Roles and rights

All users can access this screen.

Note:

  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 258 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I add this widget to my workspace?

  1. On your workspace, click Add widget. The Widgets page will be displayed.
  2. Under the CRM tab on the left, click Latest opportunities lost. The widget editor page will be displayed.
  3. Under the Properties section, type the title of the widget at Title. If you have saved the widget without providing a title, Latest opportunities lost will be used as the title by default.
  4. At Sales cycle, type or select the sales cycle ID to view the lost opportunities that are linked to the sales cycle selected.
  5. Define other properties and layout of the report.
  6. Click Save.

How do I edit the properties and layout of the widget on my workspace?

  1. On the workspace, hover your mouse over the widget.
  2. Click .
  3. Make changes to the properties and/or layout settings.
  4. Then, click Save.

How do I resize the widget?

  1. Hover your mouse over the widget.
  2. Click and hold on to the icon, and then move your mouse to obtain the preferred size.

How do I remove this widget from my workspace?

  1. On the workspace, hover your mouse over the widget.
  2. Click .
  3. On the page displayed, click . A confirmation message will be displayed.
  4. Click Yes to remove the widget from your workspace.

Buttons

Fields

Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 16.022.639
 Assortment:  Date: 01-12-2016
 Release: 240  Attachment:
 Disclaimer

Attachments
ESE-OH258-Latestopportunitieslostwidget-final.docx 41.9 KB View Download