Opportunity Form


Opportunity Info Tab


Screen shots for the additional mini-tabs pictured in the middle of the form above:

“Product Detail” mini-tab

·    Common list of Products/Services

·    Standard pricing for each product auto- set when product is selected

“Strategy Notes” mini-tab

·   Specific notes fields to support documentation of your standardized sales process.

·   You control the names of these notes fields

“Next Steps” mini-tab

·   Record your “Next Steps” for this Opportunity.

·   Provides forward compatibility with CRM’s “Next Steps” field.

Administrator’s documentation (click here)

CRM Extensions Opportunity form Features and Benefits

·          Enhanced Opportunity management for CRM.

·          “Sales Stage” and “Status” changes are automatically tracked in the “History” log with Date, User Name, and User Notes.

·          “Revenue Date” is supported in addition to “Close Date” to keep your CFO happy.

·          “Partner” is hyperlinked when the partner name exists in the CRM companies or contacts.

·          Quicklaunch buttons support fast access to useful functions:

  • Outlook Phone Dialer
  • Quick Notes to add a “History” log entry
  • Display the Windows Calculator
  • Display the Dashboard for this Opportunity
  • Display the CRM Files Directory for this Opportunity
  • Display the CRM Opportunity Manager with this Opportunity.

·          All droplists are configured with the standard CRM Options Manager

·          Most field labels are configurable so they are easily renamed

·           “CRM Functions” options are set on the CRM Options “Extensions Projects” tab.

·          CRM “Account Manager” information is clearly visible when working with all of your Opportunities.

·          Use Templates to set standard “Action Plans” (processes) for working this Opportunity.

·          Supports either “Products” or “Services” field labeling…

·          Standard Opportunity forecasting functionality.

·          Option to auto-set “Probability” by “Sales Stage”

·          “Forecast” check box to include this Opportunity in your Forecast reports

·          Option to auto-set “Forecast” when “Probability” is above your specified value

·          4 Action check boxes to assist with weekly planning and “To Do” action management

·          Attach documents, pictures and formatted text notes.

·          Extensions forms are user customizable:

  • Add fields
  • Add tabs
  • Add functions (database links, etc.)


CRM Functions Tab

Administrator’s documentation (click here)

CRM Extensions Opportunity form - “CRM Functions” tab

Features & Benefits Overview

·          The “CRM Functions” tabs are designed to provide – right on the form – all of the critical CRM type functionality that is relevant when working with an CRM form.

·          Conveniently located on each of the Extensions forms to save time and eliminate clicking around to find the functions you need.  Most features and functions are only one or two clicks away.

·          The layout and features of each of the “CRM Functions” tabs on each of the different Extensions forms are identical to reduce “learning curve”, simplify “CRM” type tasks and speed up the usage of the CRM system (convenience and speed!).

·          Each of the fields and functions operate the same, but on the Opportunity form they are for the Opportunity and the linked Contact (on a Journal they would be for the Journal and its linked Contact, etc.).

·          “CRM Functions” options are set on the CRM Options “Extensions Projects” tab.

“CRM Functions” Features Defined

Left Side of Form Above

Right Side of Form Above

·          General Contact Information (compatible with Outlook)

·          May link this Opportunity to a different CRM Contact (pick button).

·          Launch the Outlook Phone Dialer for the linked contact (phone button).

·          Display linked CRM Contact and Company (by clicking on the labels).

·          Update linked Contact information in this Opportunity (“Update Info” button).

·          View “CRM Info” fields for each contact

·          Field labels are user configurable

·          Opportunity Type” supports both single and multi-select

·          Custom Fields” provide nine additional user configurable fields

·          Notes” supports user configurable notes

·          Tab names are user configurable

·          Settings for this block of tabs may be set to be the same as your Extensions Contact form, or they may be unique to the Opportunity.

·          “Created By / Date” and “Modified By / Date” values are tracked.

·          Extensions forms are user customizable:

  • Add fields
  • Add tabs
  • Add functions (database links, etc.)

·          View any of the linked Contact phone numbers.

·          Set this Opportunity as the CRM “Active Opportunity”.

·          Buttons to launch standard CRM “Actions” for linked Contact

·          Custom Actions” provide a user configurable list of additional CRM productivity functions (Task for “Next Action”, Copy item, Dial phone, etc.)

·          External Functions” is a user configurable list of custom links to your environment outside of CRM (launch webpage with URL containing data from form, open any file/folder for sales collateral info, etc.)

·          View / Open all Opportunities (and Projects) that are linked to this Opportunity.

·          Link additional Opportunities (and Projects) to this Opportunity (pick button).

·          Select from a list of standardized Subjects for this Opportunity. Variables are supported for dynamic field substitution in the Subject text.

·          Insert Text” with templates to standardize notes.  These templates are inserted into the “Notes” field on the first tab. Variables are supported for dynamic field substitution in the template.

·          Specify the “Next Action” and “Next Action Date” for this Opportunity.  Option may be set to automatically update “Next Action” in the linked Contact.


Data Views Tab

Administrator’s documentation (click here)

CRM Extensions Opportunity “Data Views” Features and Benefits

·          Quick access to specific CRM information related to this Opportunity (Journals, Tasks, Appointments, etc.).

·          Filter the displayed list by this Opportunity or the linked Contact or the contact’s Company.

·          View the information with Outlook Views that have been created in the corresponding CRM public folder.  Display any field, four levels of sorting and grouping, etc.

·          Select the specific CRM folder (Radio buttons) you would like to view information for
(Ex. Clicking “Calendar” will display all Appointments related to this Opportunity).

·           Other Folders” provides visibility of related TeamWork WorkFlow items in any of your TeamWork folders or other folders you may have added to your CRM configuration (ex. “Portfolios”, “Inventory”, “Tickets”, etc.).

·          These Views are dynamically user configurable right on this form just as with views in any Outlook folder (click a column title to sort, drag/drop grouping, add fields, etc.).

·          Double click any row in the display to open the specific CRM item.

·          Perform “mass edits” for displayed items by dragging/dropping between displayed groups.

·          “CRM Functions” options are set on the CRM Options “Extensions General” tab.