Update Opportunities

Form ID: (CR503120)

On this form, you can do the following to mass-update opportunity records:

Update the settings of the selected opportunities (or all opportunities) by using the Mass Update wizard. To do his, before processing the opportunities, you select Update Settings in the Selection area of the form.
Update the status and stage of the selected opportunities (or all opportunities) based on the action that you select. To do this, before processing the opportunities, you select Execute Action in the Operation box and the needed action in the Action box of the Selection area of the form.

An opportunity is displayed on the form if the Active check box is selected for an opportunity record on the CRM Info tab of the Opportunities(CR304000) form.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Process	Initiates the update process for the opportunities that you have selected in the table. When you click this button, one of the following occurs: If Execute Action is selected in the Operation box, the Details dialog box opens, where you specify the reason that you are performing the selected action on the opportunities and click OK. If Update Settings is selected in the Operation box, the Mass Update wizard opens, which you use to update a setting or multiple settings in the selected opportunities.
Process All	Initiates the update process for all opportunities listed in the table. When you click this button, one of the following occurs: If Execute Action is selected in the Operation box, the Details dialog box opens, where you specify the reason that you are performing the selected action on all the opportunities and click OK. If Update Settings is selected in the Operation box, the Mass Update wizard opens, which you use to update a setting or multiple settings in all listed opportunities.

Mass Update Wizard

You can use this wizard to update a setting or multiple settings in the processed opportunities. If you have selected Update Settings in the Selection area of the form, you can open the wizard in one of the following ways:

By selecting a record or multiple records in the table and clicking Process on the form toolbar
By clicking Process All on the form toolbar

This wizard consists of two pages with the elements and attributes of the opportunities that you might want to update, and a review page with the changes the system will apply to the selected opportunities if you click Finish.

Table 1. Mass Update Wizard: Elements PageIn the table on this page, you can select each element whose settings you want to change, enter the new value for each selected setting, and proceed to the next page.
Element	Description
The table on this page has the following columns.
Included	An unlabeled check box that you can select to cause the system to insert the value you specify for this element in all processed opportunities.
Name	The name of the element whose value you can update in the processed opportunities if you select the unlabeled check box and specify a new value.
Value	The value that will be applied to the element in the processed opportunities if the element is selected.
To proceed, you click one of the following buttons.
Next	Goes to the next page of the wizard.
Cancel	Closes the wizard and cancels any changes.

Table 2. Mass Update Wizard: Attributes Page
In the table on this page, you can select an attribute or multiple attributes, enter the value for each selected attribute, indicate whether the attribute is required, and proceed to the next page.

This page appears if opportunities included in the processing are belong to the same opportunity class.

If opportunities included in the processing are belong to different opportunity classes, this page does not appear.
Element	Description
The table on this page has the following columns.
Included	An unlabeled check box that you select to cause the system to insert the value you specify for this attribute in all processed opportunities.
Name	The name of the attribute whose value or state you can update in the processed opportunities if you select the unlabeled check box and specify a new value or state.
Value	The value (or state) of the attribute that will be applied to the processed opportunities if this attribute is selected.
Required	A check box that you can select to make the attribute required for the selected opportunities.
To proceed, you click one of the following buttons.
Next	Goes to the next page of the wizard.
Prev	Goes to the previous page of the wizard.
Cancel	Closes the wizard and cancels any changes.

Table 3. Mass Update Wizard: Review PageOn this page, you can review the changes you are going to apply to the selected opportunities.
Element	Description
Change area	An area where you can view all the changes that you are going to apply to the processed opportunities.
To proceed, you click one of the following buttons.
Finish	Closes the wizard and applies the changes to the processed opportunities.
Prev	Goes to the previous page of the wizard.
Cancel	Closes the wizard and cancels any changes.

Details Dialog Box

By using this dialog box, you can change the status and stage of the opportunity, as well as specify the reason that you are performing the selected action (which changes the status of the processed opportunities).

This dialog box is opened when you select the *Execute Action* operation and then either click Process All on the form toolbar or select one or more opportunities in the table and click Process or Process All on the form toolbar.
Element	Description
Reason	The reason that you are executing this action (and thus changing the status of the processed opportunities). When you select the Open option in the Action box to change the opportunity's status to Open, you can select one of the following reasons: In Process: The opportunity is being worked on. Qualified: The opportunity has been qualified by sales team. When you select the Close as Won option in the Action box to change the opportunity's status to Won, you can select one of the following reasons: Order Placed: The customer has placed an order. Price: The opportunity has been won mostly because of the proposed price. Relationship: The opportunity has been won because of the good relationship that your staff has established with the customer. Technology: The customer is ready to place an order because the customer is satisfied with technology that will be used for the deal. Other: The opportunity has been won for a reason that is not included in this list. When you select the Close as Lost option in the Action box to change the opportunity's status to Lost, you can select one of the following reasons: Company Maturity: The opportunity has been lost because the client is not sure about the reliability of the company in the future. For example, the contact might mention that the company is too new or does not yet have a well-known brand name. Price: The opportunity has been lost because of the proposed prices on your product or service. Relationship: The opportunity has been lost because the client has a long or strong (or both) business relationship with another vendor and wants to use that vendor instead. Technology: The opportunity has been lost because of a technological issue, such as the client's use of a different order processing technology. Other: The opportunity has been lost for a reason that is not included in this list.
Stage	The stage to be assigned to the opportunity after its status is changed. You can select the stage from the list of available options, which is determined by the settings specified for the opportunity class on the Stages tab of the Opportunity Classes (CR209000) form. The following predefined options may be available, as well as any custom stage that has been defined for the opportunity class: Prospect: The contact or business account associated with the opportunity is a known prospect, but it is not clear whether this prospect is interested in the offered products or services. Nurture: A salesperson is collecting information about the prospect or customer's interest in products and services; the salesperson may also be negotiating with the prospect or customer. This stage may be useful if your company decides not to use leads. Qualification: A salesperson is determining the prospect or customer's interest in purchasing particular products or services. Development: A salesperson is clarifying the prospect or customer's requirements for products or services, as well as the budget, delivery schedule, and project scope (if applicable). Solution: A salesperson is negotiating with the prospect or customer about the content of the solution (proposal) and the set of products or services that the prospect or customer wants to buy. The salesperson is creating product demonstrations or other evaluation tools, and the prospect or customer is evaluating the products or services. Proof: A salesperson has developed a solution (that is, a proposal), and the prospect or customer is evaluating the solution. The salesperson may select a primary sales quote at this stage. Negotiation: A salesperson and the prospect or customer are negotiating the prices, discounts, and terms of the proposed deal. Won: The prospect or customer has accepted the proposal and is ready to sign the contract or place an order (or has already done this). Some companies prefer to advance the opportunity to this stage only after the invoice has been issued, or even after a payment has been received.
This dialog box has the following buttons.
OK	Changes the settings of the opportunities being processed. The system opens the Processing dialog box to show the results of the processing; you can close this dialog box.
Cancel	Closes the dialog box and cancels the process of changing the settings of the opportunity.

Table

This table contains the list of all available opportunities.


Column	Description
Included	An unlabeled check box that you select to include the record in processing if you click Process.
Opportunity ID	The identifier of the opportunity.
Subject	The subject or description of the opportunity.
Status	The status of the opportunity. The status can be one of the following: New: The opportunity has been created, but no work has been done on it yet. Open: The opportunity is being worked on by a sales team. Won: The deal has been successfully closed. Lost: The deal has been canceled.
Reason	The reason the status of the opportunity has been changed. The reason can be one of the following: Created: The opportunity has been created but has not yet been processed. An opportunity with this reason has the New status. Converted from Lead: The opportunity has been converted from the lead. An opportunity with this reason has the New status. Qualified: The opportunity has been qualified by the sales team. An opportunity with this reason has the New or Open status. In Process: The opportunity is being worked on. An opportunity with this reason has the Open status. Order Placed: The customer has placed an order. An opportunity with this reason has the Won status. Price: The opportunity has been won or lost mostly because of the proposed price on your product or service. An opportunity with this reason has the Won or Lost status respectively. Relationship: The opportunity has been won or lost because of the relationship that your staff has been established or not with the customer. An opportunity with this reason has the Won or Lost status respectively. Technology: The opportunity has been won or lost because the customer is satisfied or not with technology that will be used for the deal. An opportunity with this reason has the Won or Lost status respectively. Other: The opportunity has been won or lost for a reason that is not included in this list. An opportunity with this reason has the Won or Lost status respectively. Company Maturity: The opportunity has been lost because the client is not sure about the reliability of the company in the future. For example, the contact might mention that the company is too new or does not yet have a well-known brand name. An opportunity with this reason has the Lost status.
Stage	The current stage of the opportunity. The stage can be one of the following: Prospect: The contact or business account associated with the opportunity is a known prospect, but it is not clear whether this prospect is interested in the offered products or services. Nurture: A salesperson is collecting information about the prospect or customer's interest in products and services; the salesperson may also be negotiating with the prospect or customer. This stage may be useful if your company decides not to use leads. Qualification: A salesperson is determining the prospect or customer's interest in purchasing particular products or services. Development: A salesperson is clarifying the prospect or customer's requirements for products or services, as well as the budget, delivery schedule, and project scope (if applicable). Solution: A salesperson is negotiating with the prospect or customer about the content of the solution (proposal) and the set of products or services that the prospect or customer wants to buy. The salesperson is creating product demonstrations or other evaluation tools, and the prospect or customer is evaluating the products or services. Proof: A salesperson has developed a solution (that is, a proposal), and the prospect or customer is evaluating the solution. The salesperson may select a primary sales quote at this stage. Negotiation: A salesperson and the prospect or customer are negotiating the prices, discounts, and terms of the proposed deal. Won: The prospect or customer has accepted the proposal and is ready to sign the contract or place an order (or has already done this). Some companies prefer to advance the opportunity to this stage only after the invoice has been issued, or even after a payment has been received.
Probability	The probability of the deal closure.
Last Incoming Activity	The date of the latest incoming activity that is associated with the opportunity.
Last Outgoing Activity	The date of the latest outgoing activity that is associated with the opportunity.
Last Activity Date	The date of the most recent update of an activity that is associated with the opportunity (if any).
Estimated Close Date	The estimated date of the deal closure.
Currency	The currency of the potential deal.
Total	The total of the potential deal.
Class ID	The identifier of the business account class that the prospective customer belongs to.
Source	The source of the opportunity. The source can be one of the following: Organic Search: The contact or lead came from a search engine. For example, the person searched for your product or service by using the Google search engine. Campaign: The contact or lead has been created as a result of a marketing campaign (for example, opened a landing page, clicked a paid link or called in by an advertised phone number or was purchased from a marketing vendor). Referral: The contact or lead has been created as a result of someone recommending your organization or its products or services to the lead or contact. Other: The contact or lead has been created from some other source. Web: The contact or lead has been created as a result of visiting your website. Phone Inquiry: The contact or lead has been created as a result of a phone call. Purchased List: The contact or lead was purchased from a marketing vendor.
Business Account	The unique identifier of the business account that the prospective customer is associated with. The identifier is also a link that you can click to open the business account on the Business Accounts (CR303000) form.
Account Name	The name of the business account.
Parent Business Account	The identifier of the parent business account associated with the opportunity (if any).
Parent Business Account Name	The name of the parent business account associated with the opportunity.
Workgroup	The workgroup associated with the opportunity.
Owner	The employee that is assigned to the opportunity.
Date Created	The date when the opportunity was created.
Last Modified Date	The date when the opportunity was last updated.