The Opportunity Board in LogixCRM provides a centralized and intuitive interface to manage your sales opportunities. With features like grouping, status tracking, and detailed opportunity management, you can efficiently track and close deals.
Features Available in the Opportunity Board
1. Grouping Opportunities
Opportunities can be grouped together for better organization and management.
2. Opportunity Status
Each opportunity can have one of the following statuses:
New: A newly created opportunity.
Decision Pending: Awaiting a decision from the customer.
Deferred: The opportunity has been postponed.
In Negotiation: Actively negotiating terms with the customer.
Lost: The opportunity was not won.
On Hold: Temporarily paused.
Qualified: The opportunity has been qualified as a potential deal.
Quotation Sent: A quotation has been sent to the customer.
Reopened: A previously closed opportunity has been reopened.
Won: The opportunity has been successfully closed.
You can change the status of an opportunity as it progresses through the sales pipeline.
3. Opportunity Details
Each opportunity row displays the following details:
Number: A unique identifier for the opportunity.
Status: The current status of the opportunity (e.g., Quotation Sent, Won, In Negotiation).
Business Model: The type of business model associated with the opportunity.
Company: The company associated with the opportunity.
Contact: The primary contact person for the opportunity.
Owner: The team member responsible for managing the opportunity.
Service: The service type (e.g., Air Export, Shipping Export).
Probability (%): The likelihood of closing the opportunity, often calculated based on historical data or manual input.
Amount: The monetary value of the opportunity
4. Filtering and Sorting
The Opportunity Board allows you to filter and sort opportunities based on various criteria, such as status, service type, or amount.
Example: You can filter opportunities to show only those with the status Quotation Sent or sort them by Amount in descending order.
5. Detailed Opportunity View
Clicking on an opportunity row opens a detailed view where you can:
Add notes or comments.
Track communication history.
Update the opportunity’s progress.
Attach relevant documents.
Opportunity Detail Screen
1. Opportunity Overview
The top section of the screen provides an overview of the opportunity, including:
Number: A unique identifier for the opportunity.
Status: The current status of the opportunity (e.g., New, Quotation Sent, Won).
Business Model: The type of business model associated with the opportunity.
Company: The company associated with the opportunity.
Contact: The primary contact person for the opportunity.
Owner: The team member responsible for managing the opportunity.
Service: The service type (e.g., Freight Forwarding, Air Export).
Probability (%): The likelihood of closing the opportunity.
Amount: The monetary value of the opportunity.
2. Tabs for Detailed Management
The Opportunity Detail Screen includes several tabs to help you manage different aspects of the opportunity:
a. Overview
This tab provides a summary of the opportunity, including key details and recent activities.
b. Quotation
Create Quotations: Easily generate quotations directly from the opportunity.
View Quotations: Access all quotations associated with the opportunity.
Quotations Version: Create a new version of the quotation
c. Documents
Upload Documents: Attach relevant files, such as contracts, invoices, or customer communications.
View Documents: Access all documents sent or received against the opportunity.
d. RFQ (Request for Quotation)
Manage RFQs: Create and send RFQs to your vendors.
Vendor Responses: View and compare responses from vendors.
Update RFQ Status: Track the progress of RFQs (e.g., Sent, Received, Closed).
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