# Opportunity

### **Module Guide: Opportunity**

#### **Module Location**

#### CRM > Opportunity

#### **Module Objective**

#### The **Opportunity** module is the primary tool for the sales team to track all potential sales transactions or deals. Each "Opportunity" entry represents one potential business deal, which is tracked through various **sales stages** until the deal is **won** or **lost**. This module is crucial for managing the **sales pipeline** and creating a **sales forecast**.

### **1. Main View (Opportunity List)**

#### The main page of this module displays a list of all sales opportunities that exist in the system.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/PF8image.png)

#### **View Explanation**

#### This page provides a general overview of the company's entire sales pipeline.

- #### **Filters**: You can search for a specific opportunity using filters based on the Opportunity name/code or a **Date From** and **Date To** range.
- #### **Opportunity List**: The table below displays all opportunities that match the filters. Its columns include **Opportunity**, **Status**, **Customer**, **Sales Stage**, **Probability**, **Price**, and **Account Officer**.
- #### **New Button**: The primary button to create a new Opportunity entry.

### **2. Steps to Manage an Opportunity**

#### The following is the complete workflow from creating to updating an Opportunity.

#### **Step 1: Create a New Opportunity**

#### From the Main View, click the **New** button in the bottom-left corner to open the **New Opportunity** form. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/DmZimage.png)


#### **Step 2: Fill in Opportunity Details (New Opportunity Form)**

#### Fill in all the relevant information on the form that appears. Fields marked with `(*)` are mandatory.

- #### **Company Name & Contact Person**: Select the company name and contact person from the list of registered customers.  
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/f6mimage.png)  
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/BXOimage.png)
- #### **Opportunity Name**: Give a specific name for this opportunity, for example: "Production Machine Offer Batch 2". ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/DJzimage.png)
- #### **List of Item**: Select the product or service the customer is interested in.  
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/fb2image.png)
- #### **Estimate Closed Date**: Enter the estimated date when this deal will be finalized (won or lost). ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/HMKimage.png)
- #### **Sales Person**: Assign the salesperson responsible for this opportunity.  
    
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/9HXimage.png)
- #### **Description**: Provide additional notes or a description regarding this opportunity.  
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/CDhimage.png)
- #### **Sales Stage**: Select the initial stage of the sales process (e.g., Prospecting, Qualification). ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/9HXimage.png)
- #### **Price**: Enter the estimated total value of this sale.  
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/APyimage.png)
- #### **Probability**: Enter the percentage chance that this deal will be successful.  
    
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/BSQimage.png)
- #### **Status**: Select the initial status of the opportunity (e.g., Open).  
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/dX9image.png)

#### **Step 3: Save the Opportunity**

#### After all mandatory fields have been completed, click the **Save** button at the bottom to save the new opportunity. The opportunity will now appear in the Main View. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/k7Gimage.png)


#### **Step 4: Update the Opportunity**

#### As the sales process progresses (e.g., after a presentation or negotiation), the responsible Sales Person must regularly reopen and update the opportunity data, especially the **Sales Stage** and **Probability** columns, to reflect the latest progress.

### **Tips & Important Notes**

- #### This module is the main work tool for the **Sales Local** and **International Business** teams to manage their daily sales activities.
- #### By keeping the data in this module **up-to-date**, management can see an accurate **sales pipeline** and create a more reliable **sales forecast**.
- #### Each **Sales Stage** typically has a standard **Probability** associated with it, which helps in weighting the sales forecast.