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<\/h2>\n<\/h2>\nBusiness Central offers the possibility of using the marketing and sales management features to support the management and execution of sales activities. Business Central has CRM functionalities.<\/p>\n
Before the sales opportunities management can be used, the\u00a0Sales processes<\/strong>\u00a0and\u00a0Sales process stages<\/strong>\u00a0to be set up.<\/p>\n The\u00a0Sales process<\/strong>\u00a0It includes various steps, starting with contacting the customer and ending with a sales agreement. Each of the different stages can have specific requirements that must be met in order to advance to the next stage. It is also possible to skip certain stages.<\/p>\n The number of\u00a0Sales processes<\/strong>\u00a0and\u00a0Sales process stages\u00a0<\/strong>It doesn't matter here, because these can be defined in any number of ways.<\/p>\n In order to implement the sales process, the following setup is required:\u00a0Sales process codes<\/strong>. This defines the different stages of the cycle.<\/p>\n Sales opportunity cycle codes<\/p>\n The sales opportunity cycle codes can be found using the search function and the keyword\u00a0Sales cycles<\/strong>\u00a0will be set up. The page will then open.\u00a0Sales processes<\/strong>. About the action\u00a0New<\/strong>\u00a0The fields can be filled in as needed to set up and define the sales processes.<\/p>\n After setting up\u00a0Sales processes<\/strong>, In the next step, the various stages within the sales process can be defined and set up.<\/p>\n To achieve the\u00a0Sales process stages<\/strong>\u00a0To define it, select on the page\u00a0Sales processes<\/strong>\u00a0deselect the sales process for sales opportunities. Select the sales process for which the stages are to be set up and select the action\u00a0Stairs<\/strong>. Here the page opens.\u00a0Sales process stages\u00a0<\/strong>and beyond the point\u00a0New\u00a0<\/strong>The new stage for the sales process can be set in place.<\/p>\n Subsequently, the sales opportunity can be added, and the stage of the sales process can be added to the sales opportunity. This is done via the field\u00a0Sales process code.<\/strong><\/p>\n Creating a sales opportunity begins with the first defined stage and can accompany the process all the way to a sales offer. It is possible to create a sales offer from a sales opportunity without much effort for contacts that are not recorded as debtors. To do this, on the page\u00a0Sales opportunities overview<\/strong>\u00a0the sales opportunity is selected and the action\u00a0Assign sales offer<\/strong>\u00a0The page with the sales offer will then open and the corresponding fields can be filled in.<\/p>\n As soon as sales opportunities are completed, they can be closed as \u201ewon\u201c or \u201elost\u201c with a reason provided.<\/p>\n When closing sales opportunities, it can be specified whether they were \u201ewon\u201c or \u201elost\u201c. If a reason for this needs to be added, it must be configured via the sales opportunity closing code.<\/p>\n To do this, select the sales opportunity from the sales opportunities overview and select the Close action. Fill in all the relevant fields on the page.\u00a0Closing sales opportunities<\/strong>\u00a0from.<\/p>\n The sales opportunity closing code and closing date are required and must be filled out.<\/p>\n In the field\u00a0Sales opportunity closure code<\/strong>\u00a0You can select one of the existing codes or add a new one. If you want to add a new code, select it from the drop-down list.\u00a0Select from full list<\/strong>\u00a0from and in the next step select\u00a0New.<\/strong><\/p>\n In the new row, the fields Code, Type, and Description must be filled in and confirmed.<\/p>\nDefinition of the sales process stages<\/h2>\n
Creating offers for sales opportunities<\/h2>\n
Closing sales opportunities<\/h2>\n