Documentation [ Website | ERP | Template | Developer ]
Template Contribution
Web Development
Website Builder
Printing module flow
Introduction To xEpan
HR Application
Communication Application
Project Application
Digital Marketing Application
Commerce Application
Production Application
Account Application
CRM Application
Epan Drive
My Menu
Opportunity
To succeed in today's competitive market, sales opportunity management is vital for any business. Epan offers easy management of your sales opportunities. Let's see how
Adding new opportunity : 
Lead : Enter leads name whose opportunity you are creating
Assign To : Select employee to whom you want to assign lead
opportunity Title : Any title you want to give to opportunity
Opportunity: Description of opportunity
Fund Alloted : Initial fund proposed for the deal (can be changed later on)
Discount Percentage : Percentage of discount you are giving to opportunity, if any.
Approximate closing Date : Probable date of opportunity won/lost.
Opportunity Actions : when you add an opportunity, it's default status is Open, as you perform actions it's status changes from Open to Won\Lost.
Lets have a look at actions :
- Win : A successful sale
- Quote : To send quotation to lead directly from here.
- Negotiate : Signifies that you are in negotiation stage with lead
- Lose : Opportunity lost
- Reassess : Reassess the fund, closing date, discount.
- Qualify : Signifies that the opportunity you created qualifies your standards