Opportunities Guide

Purpose

View, search, filter, create, and manage sales opportunities in Exceed. Opportunities help track potential business from the first contact through approval and paperwork completion. From each opportunity, you can also review related details, job openings, and tasks.

Before You Start

• The related account must already exist in Accounts.
• The account must be in Active status before you can create an opportunity for it.
• You must have access to the Opportunities menu.
• Required fields marked with * must be completed before saving.
• Opportunities can be viewed in two ways:
  • Kanban, to manage opportunities by stage.
  • Table, to review opportunities in a structured list.
• The available opportunity stages are:
  • 10% Initial touch
  • 30% Meeting
  • 50% Proposal
  • 80% Approved
  • 100% Paperwork Signed

Steps

View Opportunities in Kanban

1. Go to Opportunities > Kanban.
2. Review the opportunity cards grouped by stage:
   • 10% Initial touch
   • 30% Meeting
   • 50% Proposal
   • 80% Approved
   • 100% Paperwork Signed
3. Use this view to monitor the commercial progression of each opportunity.
4. Use the Sort by option if you need to change the display order.
5. Click an opportunity card to open its summary panel.

View Opportunities in Table

1. Go to Opportunities > Table.
2. Review the opportunity list with structured columns such as:
   • Account
   • Business Unit
   • Title
   • Projected Revenue
   • Stage
   • Status
   • Last Activity
   • Owner
3. Use this view when you need to compare opportunities, export data, or review multiple records in detail.
4. Click the action menu on a row to open or manage an opportunity.

Search for an Opportunity

1. Go to Opportunities > Kanban or Opportunities > Table.
2. Enter the opportunity name, account, or related keyword in the Search field.
3. Review the matching results.
4. If the expected opportunity does not appear, click Clear Filters and search again.

Filter Opportunities

1. Go to Opportunities > Kanban or Opportunities > Table.
2. Use one or more available filters:
   • Creation date
   • Owner
   • Account
   • Business Unit
   • Status
   • Has Cloud Sales Engineer
   • Cloud Sales Engineer
3. Click Save Filter if you want to reuse the current filter selection later.
4. Click Clear Filters to reset the view.

Export Opportunities

1. Go to Opportunities > Table.
2. Apply filters if you only want to export a specific set of opportunities.
3. Click Export.
4. Review the exported file according to your reporting needs.

Create a New Opportunity

1. Go to Opportunities > Table.
2. Click Create New Opportunity.
3. Select an existing account in Select an account.
4. Confirm that the selected account is in Active status.
5. Fill in the required fields:
   • Department
   • Title
   • Stage
   • Status
   • Owner
   • Budget Approved by the Client
6. Select the correct Stage:
   • Use 10% Initial touch when the opportunity is in the first contact or qualification stage.
   • Use 30% Meeting when a meeting has been scheduled or completed.
   • Use 50% Proposal when a proposal is being prepared or has been shared.
   • Use 80% Approved when the opportunity has been approved and is close to finalization.
   • Use 100% Paperwork Signed when the paperwork has been signed.
7. Fill in additional information when available:
   • Cloud Provider
   • Billing Type
   • CRM ID
   • Summary
   • Source
   • Primary Contact
   • Cloud Sales Engineer
   • Support
   • Hiring Manager
   • Consultants Location
   • Purchase Order Number
   • Currency
   • Projected Revenue
   • Quantity of Installments
   • Monthly Installments Amount
   • Address
   • Estimated Start
   • Project Duration
8. Click Save.

View Opportunity Details

1. Go to Opportunities > Kanban or Opportunities > Table.
2. Click an opportunity.
3. Review the opportunity summary panel with information such as:
   • Account
   • Department
   • Title
   • Status
   • Stage
   • Opportunity owner
   • Cloud Sales Engineer
   • Primary contact
   • Project revenue
   • Business unit
   • Source
   • Consultant location
   • Budget approved by the client
   • Summary
   • Last activity
4. Click Job openings and Tasks to open the full opportunity workspace.

View or Edit Opportunity Details

1. Open the opportunity workspace.
2. Go to the Details tab.
3. Review or update the opportunity fields, such as:
   • Account
   • Department
   • Title
   • Stage
   • Status
   • Summary
   • Source
   • Owner
   • Primary Contact
   • Cloud Sales Engineer
   • Projected Revenue
   • Budget Approved by the Client
4. Click Save after making changes.

View Job Openings Associated with an Opportunity

1. Open the opportunity workspace.
2. Click the Job Openings tab.
3. Review the job openings associated with the opportunity.
4. The list may include:
   • Job
   • Seniority
   • Location
   • Practice
   • Status
5. Click Create New Job Opening to add a new job opening linked to the opportunity.

View Tasks Associated with an Opportunity

1. Open the opportunity workspace.
2. Click the Tasks tab.
3. Review the tasks associated with the opportunity.
4. Use filters if needed:
   • Period
   • Task Type
   • Status
5. The list may include:
   • Task Type
   • Task Title
   • Task Date
   • Finished At
   • Task Link
   • Status
6. Click New Task to create a task linked to the opportunity.

Update an Opportunity

1. Open the opportunity from Kanban or Table.
2. Click Job openings and Tasks or open the opportunity workspace.
3. Go to the Details tab.
4. Update the necessary fields, such as:
   • Stage
   • Status
   • Owner
   • Projected Revenue
   • Primary Contact
   • Cloud Sales Engineer
   • Summary
5. When updating the Stage, select only one of the available stages:
   • 10% Initial touch
   • 30% Meeting
   • 50% Proposal
   • 80% Approved
   • 100% Paperwork Signed
6. Click Save.

Important Rules

• Opportunities cannot be created without an existing account.
• The selected account must be Active.
• The Stage defines where the opportunity appears in the Kanban pipeline.
• Use only the available stage values:
  • 10% Initial touch
  • 30% Meeting
  • 50% Proposal
  • 80% Approved
  • 100% Paperwork Signed
• The Status should reflect the current state of the opportunity.
• The Owner is responsible for follow-up and accountability.
• The Details, Job Openings, and Tasks tabs are part of the opportunity workspace.
• Job openings and tasks created from an opportunity should remain linked to that opportunity.
• Financial fields such as Projected Revenue, Currency, and installment information should be completed when available to support pipeline reporting.
• Use Kanban when managing pipeline progression.
• Use Table when reviewing, searching, exporting, or comparing opportunities.

Common Issues

Issue: Account is not available when creating an opportunity
Likely cause: The account does not exist or is not in Active status.
How to solve: Go to Accounts > Accounts, confirm the account exists, and verify that its status is Active.

Issue: Save button does not create the opportunity
Likely cause: One or more required fields are empty.
How to solve: Review all fields marked with * and complete the missing information.

Issue: Opportunity appears in the wrong Kanban column
Likely cause: The selected Stage is incorrect.
How to solve: Open the opportunity details and update the Stage field using one of the available stage values.

Issue: Opportunity is assigned to the wrong owner
Likely cause: The wrong Owner was selected during creation.
How to solve: Open the opportunity details and update the Owner field.

Issue: Opportunity does not appear in the list
Likely cause: Filters are active or the selected view does not match the expected result.
How to solve: Click Clear Filters, then check both Kanban and Table views.

Issue: Job openings or tasks are not displayed for an opportunity
Likely cause: They may not have been created from the opportunity workspace or may not be linked to the selected opportunity.
How to solve: Open the opportunity, click Job openings and Tasks, then confirm the records exist in the Job Openings or Tasks tab.

Issue: Pipeline or revenue reports show incomplete information
Likely cause: Financial fields were not completed.
How to solve: Edit the opportunity and add the missing revenue, currency, installment, and project information.