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Sales Management Features in Detail
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Setup Request Features and Create Opportunity Form(s)

 

The Sales & Opportunity feature component utilizes Request Types to define Opportunity forms which are managed directly using Opportunity Management rather than Request Management.  Review the chapter titled Requests and Help Desk Features in Detail to gain a comprehensive understanding of Request Type Management.

 

To create a an Opportunity Form, go to the Main Administration Menu (Ctrl-Alt-m) and click on the Requests Types  Add  Icon located in the Content Management menu column.

 

Enter a Type description such as “Opportunity Form”.

 

Select the Feature Component Filed value as “Opportunity

 

 Click on the Form Builder button to create the opportunity information gathering form.

 

Enter a name for your form (Suggested that you use same name as Request Type. I.e. Opportunity Form) into Form Builder Title field.  Note that his name is not displayed on the form. 

For each input field (question on your form) you will need to complete the Question Details section as follows:

Enter a label name in the Question field.  This is the label that you want displayed on the form.

Select a Question Type.

For Question Type “Choice” add each choice as a row in the grid.  Click on the  Add New Record icon to add a Choice.  Click  Save Current Record icon when finished entering the Choice. Use the Order # field to control the order that the choices are listed.  If you want to display the Choices as checkboxes set Maximum Answers to a number greater than 1; otherwise they will be displayed as radio button choices.  You may alternatively display them in a list box by setting Display as List Box to “Yes”.

For Question Type = “Text” select a Data Format for the response.

For Question Type = “Memo” there are no additional options.

For Question Type = “Field” select a field from the list box.

For Question Type = “Sub-Form” click on the link Create Subform to open Sub-Form Builder.  For each column that you want in your sub-form repeat the same steps as adding Questions in your main form.  Sub-Form Builder contains one additional field Width.  Use this field to control the width of the column. This will not affect the length of the entries into the fields,  but it will limit how much visible at a time. When finished defining your Sub-Form close and save Sub-Form Builder.  Set Default # of Rows to the number of data entry rows you want visible when the user is in Request Entry.  The user will be presented with a button to add additional rows. 

Set Administrator Only list box to “No”.

Set Required list box to “Yes” if you want to require an answer to the question; otherwise leave it set to “No”.

Set Solution list box to “No”

Set Include in Knowledgebase to “No”.

Click Save.

If you want to add another question click Add Question; otherwise click Close.

 

 

 


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