Newly added opportunities will immediately open. Existing opportunities can be found via the main Edge menu, the Edge customer record, or from POS. See the Finding an Opportunity section for more details.
The Opportunity screen includes:
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A
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Information at the top includes the customer, title, enter/modified dates, associate, value, and percentage towards close.
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B
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In the top left the customer’s name, spouse information, occasion dates, and sales summary displays. You can use the button here to open the customer record.
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C
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On the left, the details from the Opportunity display. You can use the button here to open the Opportunity Edit screen allowing you to change the intake details.
Additionally, you can use the Stage drop-down to change the current stage and you can use the Next Step drop-down to indicate what should be done next.
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D
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All opportunity events appear in this timeline in chronological order. This is the entire running history of everything that has occurred. You can use the drop-down in the top right to Filter what is displayed.
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E
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These buttons are all the events that can be added to an opportunity.
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To add an opportunity event, click on its corresponding button. Added events will show in the timeline.
Available events include:
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Only visible if you have the ‘Manage opportunities’ permission. Use this to add manager’s notes and/or set next steps.
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Close the opportunity. Note that it is also possible to set up a stage so that when it is reached the opportunity will close.
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Add a note. These notes will also appear on the Notes tab of the customer record.
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Add an item.
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Add an existing wish list item. To create a new wish, use the +Wishlist button instead.
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Link an existing special order.
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Add an associate task.
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Create an appointment.
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Send an email. This requires you have your email settings configured.
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Log the details of a call.
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Add selected item or quote to POS. To use, first click on the item or quote in the Opportunity Events window, then click this button.
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Create a quote. Any items already added as events will automatically be pulled into the quote but can be removed. It is also possible to add additional items from the quote screen.
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Create a new wish list item. You can either select an item in the event’s timeline to turn it into a wish or, if you do not select anything, you can create a brand new wish for any stock or non-stock item.
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As you add events, you will see them appear in the timeline.
Here’s an example where an item was added for the customer to view, the customer was then called, and an appointment was made to come into the store.
NOTE: Events are always in descending chronological order, meaning the last action is always on the top.
