Finding and Progressing an Opportunity

Finding and Progressing an Opportunity

There are a number of ways to find an opportunity, as follows:

„From the Company Summary page, select the Opportunity link to view a list of Opportunities associated with that company.

„From the Person summary page, select the Opportunity link to view a list of Opportunities associated with that person.

„From the Main Menu, select Opportunity, choose the search criteria you wish to apply, and select the Search link. A list of Opportunities that match the search criteria you specify is displayed.

Example: Closing a Sale

To search for an opportunity by finding the company to which it is linked:

1.Select Company from the Main Menu.

2.Type the company name in the edit box and select Search.

3.Select the company from the list of companies matching your search criteria.

4.Scroll to the end of the Company Summary page and select Opportunities. A list of opportunities linked to the selected company is displayed.

5.Select the sales opportunity you have been working on. The Opportunity Summary page is displayed.

6.Scroll down the Opportunity Summary page and select the Progress link.

Opportunity Summary – Progress Link

7.When the Oppo Progress screen displays, select Progress from the list of available actions.

From here you can you can change the values of the following: Stage, Status, Forecast, Certainty%, Assigned To, Channel, Priority, Close By, Sales Analysis. You can also add a tracking note if you wish.

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Sage Software 5.8 manual Finding and Progressing an Opportunity, Example Closing a Sale
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5.8 specifications

Sage Software 5.8 is a robust accounting and business management solution designed to cater to the needs of small to medium-sized enterprises. This version brings forth a multitude of enhancements that streamline operations and improve overall performance in financial management.

One of the main features of Sage Software 5.8 is its enhanced user interface. The software embraces a more intuitive design that simplifies navigation, allowing users to access crucial information quickly. This improved usability is complemented by customizable dashboards that give users a snapshot of their business performance at a glance.

In terms of functionality, Sage Software 5.8 includes advanced financial management capabilities. Users can efficiently handle accounts payable and receivable, manage payroll, and conduct detailed reporting with ease. The software’s reporting tools are particularly noteworthy, offering pre-built reports and an intuitive report builder that empower users to create custom reports tailored to their specific business needs.

Furthermore, Sage 5.8 integrates seamlessly with various third-party applications, enhancing its capabilities. This integration allows for real-time data synchronization, ensuring that users have access to up-to-date information across different platforms. Such interoperability is crucial for businesses looking to create a cohesive ecosystem of applications that work together harmoniously.

Security is another critical characteristic of Sage Software 5.8. The software utilizes advanced encryption protocols to protect sensitive financial data, ensuring compliance with industry regulations. Additionally, the implementation of user roles and permissions helps businesses safeguard their information, allowing access only to authorized personnel.

Another valuable feature is the mobile accessibility that Sage Software 5.8 offers. This functionality enables users to manage their accounting tasks on-the-go, providing flexibility and convenience. The cloud-based deployment option offers further scalability and ensures that businesses can access their data from anywhere, enhancing productivity.

Sage Software 5.8 stands out in its ability to support multi-currency transactions, making it an ideal choice for businesses operating on a global scale. Users can easily manage foreign currencies, track exchange rates, and generate reports that account for currency fluctuations.

In summary, Sage Software 5.8 combines advanced financial management, improved user experience, robust security measures, and flexible accessibility to deliver a comprehensive solution for businesses. Its ability to integrate with other applications and support multi-currency operations position it as a leading choice for organizations looking to enhance their accounting processes and overall operational efficiency.
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