CRM: Current Opportunities

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Feb 02, 2024 by Maresa Rojas
2 min read

The Current Opportunities grid in e-manage is a valuable tool for sales teams to keep track of potential business opportunities and ensure that no opportunities are overlooked. This article provides an overview of the Current Opportunities grid and how to effectively utilize it.

Purpose and Functionality

The Current Opportunities grid displays all projects that have been created, have not been canceled, and have not been booked as an order. Its primary purpose is to assist salespeople and their managers in managing their sales pipeline. It serves as a tool for forecasting and ensuring that potential business opportunities are properly managed.

Accessing the Grid

  • Access the Current Opportunities grid in the "Today" pop-out panel.

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Key Information Displayed

  • The grid displays essential project data, including Estimated Sale, Estimated Cost, Estimated Labor Cost, Sale, and Estimated GP%.

  • These values are filled when you create a quote in the BOM / Estimating / Quoting window.

  • Use the Approximate Value field to estimate project value before creating a quote.

Project Ownership

  • If you don't manage other salespeople, the grid shows projects where you are the primary salesperson.

  • The primary salesperson is the one with the highest credit percentage.

  • Shared credit: the higher percentage designates the primary salesperson.

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Taking Actions

  • Select one or more rows in the grid.

  • Right-click to access the context menu for actions and changes.

Maintaining the Grid

  • Keep the grid updated with decision dates and probabilities.

  • Cancel opportunities not likely to succeed to remove them from your active Current Opportunities. (See below.)

  • This ensures accurate performance evaluation.

The Current Opportunities grid is a powerful tool in e-manage for sales teams to manage and track potential business opportunities. By using this grid effectively and keeping it updated, salespeople and their managers can make informed decisions and maximize their sales potential.