Before you can start using sales opportunities, you must set up sales cycles and sales cycle stages. A sales cycle is made up of a series of stages that go from the initial contact to the closing of a sale. Each stage can have certain requirements that must be met, such as requiring a sales quote, before an opportunity can go to the next stage. You can also specify whether a stage can be skipped. You can setup as many sales cycles as you need, and you can set up as many sales cycle stages as necessary within a sales cycle.
Implementing opportunity sales cycles involves setting up the sales cycle, defining the different stages of the cycle, and then assigning the cycle to opportunities. Assigning the relevant activity or tasks to the opportunity may also be part of setting up a sales cycle.
This topic also describes how to set up tasks and activities, and how to assign tasks to activities. For more information, see To set up activities with tasks.
Repeat these steps to set up as many sales cycles as you want. After you have set up opportunity sales cycles, you may want to set up the different stages within each cycle.
Repeat these steps to set up as many stages as you want within the sales cycle.
After you add the opportunities stage cycle, you can start to add sales opportunities, and then assign the stage cycle to opportunities by setting the Sales Cycle Code field. For more information, see Create Sales Opportunities.
You can combine multiple task, for example tasks that each represent a step, in activities. Activity tasks are related to each other by a date formula. You can assign activities to opportunities, salespeople, or contacts.
When you have set up a task, you can assign it to a sales opportunity and thereby assign the activity that the task belongs to.
This procedure describes how to assign activity tasks to opportunities. the steps are similar when you assign tasks to salespeople and contacts.
The Create Task page, fill in the fields as necessary.
Notice in the Opportunity field, that it is automatically assigned to the opportunity in question.
Processing Sales Opportunities
Sales
Working with Business Central
© 2019 Microsoft. All rights reserved.