Procedures

While the details for working with records vary across Info Centers, the basic procedures are similar.

Related topics:

  • Select an Opportunity Record
    When you want to find an Info Center record, you can use a Lookup, the Quick Find feature, or the Info Center Search dialog box.
  • Add a New Opportunity Record
    Use the Opportunity Info Center to create new opportunity records. Each opportunity record must have a unique identifier.
  • Copy an Opportunity Record
    You can copy and modify an existing opportunity record to create a new record.
  • Create a New Client Record on the General Tab
    When you create an opportunity record, you may become aware that you need to specify a client that does not yet exist in your database. If this happens, you can create a new client record via the General tab.
  • Create a New Contact Record on the General Tab
    When you create an opportunity record, you may become aware that you need to specify a contact that does not yet exist in your database. If this happens, you can create a new contact record via the General tab.
  • Modify an Opportunity Record
    You can modify most Info Center records at any time. The basic procedure that you use to modify records is the same for all Info Centers.
  • Link an Opportunity Record to BVS Sales Process
    If you use the BVS Sales Process Interface, you can link opportunity records to BVS Sales Process so that data is integrated between the applications.
  • Create a List of Competitors for an Opportunity
    You can create and maintain a list of companies that are pursuing the opportunity.
  • Create a Kona Space for an Existing Opportunity
    From within Ajera CRM, you can create a new Kona space and link it to an existing opportunity.
  • Link an Opportunity to an Existing Kona Space
    If you create a space for an opportunity in Kona, you can link that space to the opportunity and then access the space from the Opportunity Info Center when you display the opportunity record.
  • Attach a Document to an Opportunity Record
    You can upload a new document and attach it to an Info Center record if Ajera CRM has been configured to allow you to attach documents and the file type is an approved file type.
  • Delete an Opportunity Record
    When you delete an Info Center record, you permanently remove it from the Ajera CRM database. You cannot undo the deletion of an Info Center record. The basic procedure that you use to delete records is the same in all Info Centers.
  • Managing Opportunity Associations
    You can specify relationships between opportunity records and other types of Info Center records on the grids throughout the Opportunity Info Center. For example, to associate a contact with an opportunity, you insert the contact on the Contacts grid of the Contacts tab in the Opportunity Info Center.
Parent Topic: Opportunity Info Center Overview