There are a few ways that an opportunity can be advanced to an enquiry and the status changed.
- From the Opportunity Work Area Panel - use the quick access button group.
- From the Opportunity Summary view.
- From the Opportunity Edit view.
When you Advance to Enquiry using the quick button CompleteEmpire will automatically assign the created Enquiry to the original Opportunity, auto populate the relevant fields and then subsequently update the opportunity as the Enquiry progresses to successful completion.
When you advance the Opportunity to an Enquiry you are able to change the status of the opportunity.
Advance to Enquiry
- Click on [Advance to Enquiry] - Drop down menu to select the next step in progressing the selected opportunity. List depends on your work activities assigned to you.
- Click the relevant button in the list to advance the opportunity too an Enquiry.
Advancing the Opportunity via the Summary/Edit views
- Search for opportunities Referred to you to see if any new ones have come your way.
- Search for opportunities Referred by you to see the progress of your referrals.
- Update new opportunities from Pending to Ongoing so the referrer knows you are acting upon it.
- Add notes as appropriate.
- If the opportunity leads to a more advanced stage, then Create the Work, Sale Enquiry, Investment Enquiry or Rental Management from within the opportunity itself so that we can properly track the advancement.
- This will also save you time as it will auto update the opportunity and inform the referrer.
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