Opportunities: Configuration Prerequisites

Before you start creating opportunities in MYOB Advanced, you must be sure that the system has been configured properly and that all required entities have been created, as described in the following sections.

Enabling the Needed Features

On the Enable/Disable Features (CS100000) form, the following features must be enabled.

• Customer Management: This feature provides the customer relationship management (CRM) functionality, including lead and customer tracking, as well as the handling of sales opportunities, contacts, marketing lists, and campaigns.
• Sales Quotes in the Customer Management group of features (optional): Gives you the ability to create opportunity-based sales quotes, send them to customers for review, and create sales orders and invoices based on these quotes.
• Address Lookup Integration (optional): Is used if you will be adding address information through a third-party provider (Google Maps or Bing Maps).
• Address Validation Integration (optional); Is used if you will validate address information through a third-party provider (Google Maps or Bing Maps).

Configuring the System

Before you start creating opportunities in MYOB Advanced, you need to make sure that the following tasks have been performed:

• On the Customer Management Preferences (CR101000) form, all necessary settings have been specified and saved.
• On the Opportunity Classes (CR209000) form, all the needed opportunity classes with the necessary attributes and stages have been created.