ITarian

Associate Other Records with an Opportunity

• Associating records from other modules to an opportunity improves the chance that you will convert it to a sale.

• You can associate the following types of record to an opportunity:

• Activities

• Contacts

• Products

• Quotes

• Sales Order

• Services

• Click 'All' > 'Opportunities' to view, add and manage associated records 

• Click any opportunity to open its detail page

• The menu on the right shows modules that can be associated with the opportunity
  

• Click any of these links to view records that have already been associated with the opportunity:
  

You can use these links to create records in the other modules which will be linked to the campaign.

You can associate following records with opportunities:

• Activities - Schedule a meetings, calls and To-dos on the opportunity record 

• Contacts - Select a new contact and associate with the opportunity record

• Products – Select existing products to the product record

• Quotes - Create a new quote and associate with the opportunity record

• Sales Order - Create a new sales order and associate with the opportunity record

• Services - Select the services and associate with the opportunity record

The example below describes how to view and manage the 'Services' records associated with an opportunity. A similar process can be followed to associate other module types.

• Click 'All' > 'Opportunities'

• Click on an opportunity in the list then click 'Services' on the right
  

The interface allows you to:

• Associate new services records with an opportunity

• Manage associated services record

Associate Services Records with an opportunity

• As mentioned earlier, click open an opportunity then click 'Services' on the right

• Click the 'Select Services' button

• This will display a list of services that you can associate with the opportunity:

• If the list is empty or you wish to add a new service, click 'All' > 'Services' > '+ Add Service'

• Choose the service(s) you want to associate with the opportunity and click the 'Select' button (top left)

The service(s) will be added to the list of services associated with the record.

Manage Associated Services Records

The associated services list lets you view and edit service details, and dissociate services.

• Mouse over a service record to view the options at the far right end of the row

• The following options are available:

	-	Opens the service details interface of the respective service record. See 'Services' for more details.
	-	Allows you to edit the service details. See 'Services' for more details.
	-	Removes the association between the service and the opportunity.Note, this doesn't remove the service itself, which will remain available in the 'Services' module.

In the similar manner you can associate and manage records from other modules that are listed on the right.