Opportunity « The Suite Advantage

Managing Opportunities with the Process Builder

Your EBSuite account offers many ways to track the dynamic activity around your business. See how the User would use a defined Process to manage an opportunity (6 mins click here).

The Process Step Builder (2 minute overview) provides a tool to define a step-wise progression of events in the process…

HOWTO

Send Quotes Directly to Customers

The Sales Module in EBSuite includes the ability to track Opportunities and with those Opportunities you have the flexibility to create a quote from an established quote design.

Along with the Product Line items the Quote can also have a Header Page and a Footer Page – just select the .PDF file to include:…

HOWTO

Linking Records in EBSuite

Organizations, Contacts, Opportunities, Assets, Case Tickets… All related and tracked in EBSuite. In this post we explain how you might might build a relationship between two entities not otherwise connected to each other.

HOWTO, Performance Series

Sure, you can track the details – Now track all of the Relationships

In your EBSuite account you probably already know how to add additional custom fields to track all of the details around an entity (a Contact, an Organization, a Case, etc.). But any entity will typically have relationships to other entities within the database.

For example, a Case submitted by a contact my have an…

HOWTO

Process Builder – Closely Track Opportunity Progress

Use the Process Builder to tightly manage your Opportunities

QuickStart

One Click Opportunity Creation

Successful Opportunity Management starts with creating opportunities consistently and accurately initially as your sales team completes their successful sales cycle leading to a WIN.
EBSuite gives the sales team all the tools they need to document, track and close your business-essential opportunities.

The Opportunity Template allows your sales team the…

HOWTO

Opportunity Update Notification, and Sales Portal continued

In EBSuite, you can setup Update Notification in three ways:

If you want to setup notification on a per opportunity basis, i.e only certain important opportunities will send out notifications, you should use the Page Layout tool, to include ‘Owner’ field in the opportunity detail page. Account -> Setup -> Opportunity -> Setup

New

(beta) Use the Sales Portal to share opportunity data with partners

EBSuite has just published the (beta) [Sales Portal] functionality. It could be useful if you want clients / partners to access their opportunity information.

[Sales Portal] is very similar to the [Support Portal]:

When you choose a sub-domain identifier, say ( mycorp ), then
- http://mycorp.ebsuite.com/sales.jsp will be the

New

Use our new Task Widget to quickly manage your ToDo list

Managing Tasks with in the Today Widget – Now Users can quickly add tasks in the Main page Today Widget. Also, take advantage of the “Check Off Tasks” Display for each Contact or Organization.

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Managing Opportunities with the Process Builder

Send Quotes Directly to Customers

Linking Records in EBSuite

Sure, you can track the details – Now track all of the Relationships

Process Builder – Closely Track Opportunity Progress

One Click Opportunity Creation

Opportunity Update Notification, and Sales Portal continued

(beta) Use the Sales Portal to share opportunity data with partners

Use our new Task Widget to quickly manage your ToDo list

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