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License Agreement

The article presents the features available in the Premium plan of XTRF Language Business Platform. Please keep in mind that your access to the described options might be limited due to your license agreement. If you would like to change your plan of XTRF Language Business Platform and gain access to the additional features, contact your XTRF Customer Success Manager.

Target audience: Sales person


 


Overview

The opportunity is usually the first step of the sales process when you want to record a sales lead that might turn into a project in the future. The goal of this article is to show you how to create a new opportunity, add an offer and present your offers to your client.

 

Before Reading this Guide

  • The steps without any marking are mandatory to perform because they ensure carrying on a proper function of the Home Portal.
  • The steps marked with the (Optional) label give you information about settings useful for you in terms of fulfilling specific requirements for your projects, but if you skip them it will have no negative effect on the function of the Home Portal.

 

 

 

I. Add a New Opportunity

To add a new opportunity, perform the following steps:

 Sign in to the Home Portal of XTRF Platform.
 Go to the Opportunities module.
 Click the Add Opportunity button. You are redirected to the Add Opportunity display.
 In the Opportunity Name field provide the name for the opportunity.
 From the Client drop-down menu select the client to whom you are going to send this opportunity.
 

Click the Add Opportunity button. You are directed to the Opportunity details page.

 (Optional) In the Started on field provide the date when the whole sales process started. The Home Portal by default provides the current date. If you would like to provide a different date, click on the field and select the date in the calendar pop-up window.
 In the Summary card in the Expected Close Date field provide the date when you expect the sales process will be finalized with the quote accepted by client. Click on the field and select the date in the calendar pop-up window.
 (Optional) In the Notes field you may provide some notes about the sale process for other users at your company.
 (Optional) The first offer has the same name as the Opportunity. You can click the name of the offer to change it.
 In the Amount section provide the value of the offer and select the currency from the drop-down menu.
 (Optional) In the Notes field in the offer card you may add some notes about the offer.
 

(Optional) From the drop-down menu select the status of the offer. The percentage value is adjusted accordingly, however you can alter it by manually providing the value.

For more information regarding the opportunity status go to Opportunity Statuses article.

 

(Optional) In the People card select a person in your company responsible for this sales process from the Sales Person drop-down menu.

Although this field is optional, if you no not select anyone, the first person on the list is selected automatically.

 

(Optional) From the Contact Person drop-down menu select the contact person at your client.

Although this field is optional, if you no not select anyone, the first person on the list is selected automatically.

 (Optional) If the contact person you are looking for is not on the list, you may click the Add client contact and add new contact person to the list.
 

Click the Save button. You have added the opportunity.

 

Opportunity for the Quote

When a quote is created in the Home Portal, an opportunity with the same name is created automatically. The opportunity is also automatically linked with this quote.

II. Add a New Offer to the Opportunity

An offer is a single, individual proposal presented to your client. In one opportunity you can have multiple offers.

To add a new offer to the opportunity, perform the following steps:

 Sign in to the Home Portal of XTRF Platform.
 In the Opportunities module select the opportunity you would like to extend.
 Click the Add offer button. The new offer card appears in the Opportunity.
 In the header of the offer provide the offer name.
 In the Amount field provide the value of the offer and select the currency from the drop-down menu.
 

(Optional) From the drop-down menu select the status of the offer. The percentage value is adjusted accordingly. You can also provide the percentage value manually.

 

(Optional) In the  Notes  field in the offer card you may add some notes about the offer.

 

Click the Save button. You have added a new offer to the opportunity.

 

 

III. Send Offers for a Client Approval

When the offer is ready you can present it to your client for review and consideration. You can send an e-mail with the notification directly form the opportunity display. The following section will show you how to send an opportunity to the client.

Before you send the offer to your client, you need make sure that:

  • The quote for the offer is created. For more information, please go to Creating a Quote article.
  • The value of the quote needs to be larger than 0.
  • The opportunity amount needs to be linked with the quote amount.
  • The status of the opportunity needs to be other than Closed Won or Closed Lost.

To send an offer for the client's approval, perform the following steps:

 Sign in to the Home Portal of XTRF Platform.
 In the Opportunities module select the opportunity you want to send to your client.
 Go to the offer you want to send to the client: Click the Add Quote button next to the Quote to create a quote for this offer. For more information, please go to Creating a Quote article.
 

When you successfully add quote to the offer click the Padlock symbol to link the offer amount with the amount of the quote.

Make sure that the amount of the quote is higher than 0.

 Make sure that the status of the offer is other than Closed Won or Closed Lost.
 

Click the Notify customer button to send an e-mail to your client with the notification about the offers. The notification is sent for all offers in this opportunity which fulfill the conditions mentioned above.

 

 

 

 


Tips and Tricks

 

 


 

 

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