Get Process Flow Customer Erp: Opportunity Management

This guide provides a comprehensive overview of filling out the Process Flow Customer ERP: Opportunity Management form online. By following the steps outlined, users can efficiently manage opportunities within the enterprise resource planning system.

Follow the steps to complete the Process Flow Customer ERP: Opportunity Management form online.

1. Click the ‘Get Form’ button to access the form and open it in your editing interface.
2. Begin by creating a sales lead if necessary. This step is optional and serves as an initial point for managing opportunities.
3. Convert the lead to an opportunity, which is another optional step that allows you to track the potential sales progress.
4. Next, add product information by selecting the relevant products within the form. Ensure to include necessary details.
5. Calculate the price based on the products selected. This step is crucial for providing accurate quotes.
6. Request pricing and save the price information in the opportunity section of the form to track pricing details.
7. For those who wish to create a C4C quote, do so and submit it for approval, if necessary.
8. Once the quote is approved, or if approval is not needed, ensure the quote is sent to the customer.
9. Finally, review the opportunity details before creating the ERP order. The order creation process will typically occur automatically, though manual steps may also be implemented.
10. Once all information is entered and reviewed, you can save your changes, download, print, or share the completed form accordingly.

Complete your Process Flow Customer ERP: Opportunity Management document online to enhance your opportunity tracking efficiently.