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The source of opportunities indicates the origin of the opportunities. An opportunity is a business lead that has the potential to become an account that can generate revenue in a sales cycle process. Opportunities can originate from sources such as advertisem*nts, referral from partners and resellers, trade shows, marketing promotions and others. You can use the sources available to specify the source of your opportunity in the opportunity card.
Customers/Setup/Opportunity management/Sources
All users can access thisscreen.
To create, modify, and delete sources, function right 604 – Maintain opportunity master data is required.Users with the General manager, Customer manager, and Marketing manager roles have this function right.
For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.
Refresh
Click this to update the list of sources.
New
Click this to create a new source.
Delete
Click this to delete the selected source. You will see a message "Confirm: Delete?" Click OK to delete or Cancel to cancel the deletion.
Note: You can delete the source only if the source is not used by any opportunity. If you delete a source that is currently used by an opportunity, you will see the message “Source: Can’t delete – Used in: Opportunities”.
Close
Click this to exit.
This page displays a list of sources available for your opportunities. To create a new source, click New. To view or modify an existing source, click the source code in the Code column. To delete an existing source, select the check box for the relevant source and then click Delete. For more information, see Creating and Modifying Sources for Opportunities.
| Main Category: | Support Product Know How | Document Type: | Online help main |
| Category: | On-line help files | Security level: | All - 0 |
| Sub category: | Details | Document ID: | 15.972.132 |
| Assortment: | Exact Synergy Enterprise | Date: | 14-12-2010 |
| Release: | Attachment: | ||
| Disclaimer | |||
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