Exact Synergy Enterprise

Overview of Sources for Opportunities

Introduction

The source of opportunities indicates the origin of the opportunities. An opportunity is a business lead that has the potential to become an account that can generate revenue in a sales cycle process. Opportunities can originate from sources such as advertisements, referral from partners and resellers, trade shows, marketing promotions and others. You can use the sources available to specify the source of your opportunity in the opportunity card.

Menu path

Customers/Setup/Opportunity management/Sources

Roles & rights

All users can access this screen.

To create, modify, and delete sources, function right 604 – Maintain opportunity master data is required. Users with the General manager, Customer manager, and Marketing manager roles have this function right.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Refresh

Click this to update the list of sources.

New

Click this to create a new source.

Delete

Click this to delete the selected source. You will see a message "Confirm: Delete?" Click OK to delete or Cancel to cancel the deletion.

Note: You can delete the source only if the source is not used by any opportunity. If you delete a source that is currently used by an opportunity, you will see the message “Source: Can’t delete – Used in: Opportunities”.

Close

Click this to exit.

Description

This page displays a list of sources available for your opportunities. To create a new source, click New. To view or modify an existing source, click the source code in the Code column. To delete an existing source, select the check box for the relevant source and then click Delete. For more information, see Creating and Modifying Sources for Opportunities.