Add/Edit Opportunity Form

Use the Add Opportunity form to add a new opportunity. Use the Edit Opportunity form to make changes or additions to information for existing opportunities. The two forms contain the same sets of fields.

Location: Add Opportunity Form

To display the Add Opportunity form, complete the following steps:

1. Click to go to the Opportunities area.
2. Click + Add Opportunity next to the Find opportunity field.

   This option is only available if you have the access rights that are required to add opportunities.

Location: Edit Opportunity Form

To display the Edit Opportunity form, complete the following steps:

1. Click to go to the Opportunities area.
2. Use the Find opportunity field immediately above the opportunity title to select the opportunity that you want to edit.
3. Click on the Opportunities toolbar.

Contents

Field	Description
	Click this icon on the toolbar to save your entries.
	Click this icon on the toolbar to discard your unsaved entries.
Create Kona Space	When you add an opportunity, select Create Kona Space to create a new Kona Business space for the opportunity and link the opportunity to that space. (If you are not currently connected to Kona in the My Settings dialog box, you are asked to enter your Kona credentials.) When you create a Kona space for an opportunity, you are assigned as the Kona space owner, and the name you enter for the opportunity is used as the space name. All employees that you select as stakeholders on this page and who have email addresses are automatically invited to join the space. The Kona space displays on the Collaboration tab, and you can work in the space without leaving iAccess to go to Kona Business. This option is only available if your firm has implemented integration with Kona Business and you are a member of that Kona Business account. Also, this option is not available on the Edit Opportunity page. To associate an opportunity with a Kona space after you have added the opportunity, use the Associate Kona Space option on the Collaboration tab.
Delete Opportunity	To delete a previously saved opportunity, display it in the Edit Opportunity form and click Delete Opportunity in the upper-right corner of the form. This option is only available on the Edit Opportunity form. If you are adding a new opportunity and decide you want to discard the opportunity without saving it, click on the Add Opportunity toolbar.

Details

Field	Description
OPPORTUNITY ID	If automatic numbering is enabled for opportunities in Ajera CRM (Configuration > General > System Settings) and you leave this field blank, iAccess automatically assigns the opportunity ID in this field when you save. If Ajera CRM is configured to allow you to override the automatic numbering for opportunities, you can enter an ID rather than having iAccess assign one. If automatic numbering is not enabled for opportunities in Ajera CRM, enter an ID for the opportunity.
NAME	Enter the name of the opportunity. The maximum length is 255 characters.
Import From GovWin IQ	Click this link to add one or more opportunities by importing them from GovWin IQ. This link displays the GovWin IQ Opportunities dialog box. Use that dialog box to locate and select the GovWin IQ opportunities that you want to import. After the imported data is displayed, you can make changes to it, if necessary, and make entries in fields that the import left blank. When you import opportunities, the process attempts to determine if the primary clients and the competitors associated with the opportunities already exist in iAccess as companies. If that search fails for one or more companies, you are given the option to have the import process create some or all of those companies. Similarly, if the import process cannot verify that some contacts associated with the opportunities already exist in the Contacts area of iAccess, you are given the option to create some or all of those contacts. This import option is only available if all of the following are true: Your firm has a GovWin IQ account. You have credentials for accessing GovWin IQ. GovWin IQ integration has been implemented for iAccess. You are adding an opportunity. The import option is not available on the Edit Opportunity form. You must also be connected to GovWin IQ in the My Settings dialog box. If you are not connected, a login dialog box displays when you click Import From GovWin IQ so you can enter your GovWin IQ credentials.
ASSOCIATED GOVWIN IQ RECORD	If the opportunity was added by importing an opportunity from GovWin IQ, this field displays the opportunity ID and name from GovWin IQ. This field is only available on the Edit Opportunity form and only if the opportunity was added by importing an opportunity from GovWin IQ. To display the GovWin IQ Opportunities dialog box and select a different GovWin IQ opportunity, click in this field . However, doing so only updates this field. No other information is imported from GovWin IQ for the opportunity.
DESCRIPTION	Enter a description of the opportunity. Click to display toolbars that provide editing and formatting options: Bold, italic, underline, strikethrough Numbered lists Bulleted lists Text indent, alignment, and direction Formatting styles Paragraph formats Font types and sizes Text color and background color Paste as plain text
REVENUE	Enter the total estimated revenue, in US dollars, that you expect to earn if the opportunity results in an awarded contract.
PROBABILITY	Click to select the probability of winning the contract (expressed as a percentage).
WEIGHTED REVENUE	This field displays a weighted revenue amount based on your entries in REVENUE and PROBABILITY: Weighted revenue = Revenue x Probability.
TYPE	Select the type of opportunity (for example, Laboratories, Medical Facilities, Office Buildings). Type one or more characters from the opportunity type to select from a list of types that contain those characters. Click to select from the full list of opportunity types.
STATUS	Select the opportunity status: Active or Inactive. Inactive opportunities are excluded from opportunity selection lists. When you close an opportunity, iAccess automatically sets the status to Inactive.
STAGE	Select the pipeline stage to which the opportunity is currently assigned (for example, Lead, Proposal, Awarded, Lost). If you select a stage that is designated as a stage for closed opportunities, the Close Opportunity dialog box displays so you can enter other information related to closing the opportunity. Type one or more characters from the stage to select from a list of stages that contain those characters. Click to select from the full list of stages.
RESPONSIBILITY	Select your firm's responsibility or role for the opportunity (for example, Prime, Subcontractor, Unknown). Type one or more characters from the responsibility to select from a list of responsibilities that contain those characters. Click to select from the full list of responsibilities.
SOURCE	Select the source of the opportunity (for example, Client Contacts, Marketing Campaign, GovWin IQ). Type one or more characters from the source to select from a list of sources that contain those characters. Click to select from the full list of sources.
OPENED	Enter the date on which you identified the opportunity and began pursuing the job, or click and select it on the calendar.
DAYS OPEN	This field displays the number of days that the opportunity has been open. For an open opportunity, that is the number of days between the open date in OPENED and the current date. For a closed opportunity, it is the number of days between the open date in OPENED and the date it was closed. This field displays on the Edit Opportunity form but not on the Add Opportunity form.

Stakeholders

Field	Description
ORGANIZATION	If you are using organizations, select the organization within your company that is responsible for the opportunity. To select the organization, do one of the following: To select from a list of organizations with names that contain a specific sequence of characters, type the characters in this field and pause. To specify the organization by selecting the values for each of the organization levels, click in this field to display the Edit Organization dialog box. In the grid on that dialog box, select the code you want from the list for the first organization level. The grid then displays the list of codes for the next lower level. Continue selecting codes until you have selected all codes that make up the organization. (You can also use the field above the grid on the Edit Organization dialog box to search for the organization by typing one or more characters from the organization name.) To remove the organization without selecting a replacement, click in the field and click on the Edit Organization dialog box.
PRIMARY CLIENT	Select the primary client for the opportunity. Type one or more characters from the client's company name to select from a list of companies whose names contain those characters. Click to select from the full list of companies. If the company has not yet been added in iAccess, you can click at the bottom of the selection list to display the Add Company form and add the company. Companies that are set up only as vendors in Ajera CRM are not available for selection as primary client. If you have selected a primary contact, this field automatically displays the company associated with that contact.
PRIMARY CONTACT	Select the primary client contact for the opportunity. Type one or more characters from the contact's name (first, middle, last, or preferred names) to select from a list of contacts whose names contain those characters. Click to select from the full list of contacts. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.) If the contact has not yet been added in iAccess, you can click + New Contact at the bottom of the selection list to display the Add Contact form and add the contact. If you have selected a primary client, the list only includes contacts associated with that company. When you save the opportunity, the contact is also added to the Team Members grid on the Team tab and assigned the Owner role.
PROJECT MANAGER	Select the employee who is the project manager for the opportunity. Type one or more characters from the employee name to select from a list of employees whose names contain those characters. Click to select from the full list of employees. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.) When you save the opportunity, the employee you select is also added to the Team Members grid on the Team tab and assigned the Project Manager role.
PRINCIPAL	Select the employee who is the principal for the opportunity. Type one or more characters from the employee name to select from a list of employees whose names contain those characters. Click to select from the full list of employees. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.) When you save the opportunity, the employee you select is also added to the Team Members grid on the Team tab and assigned the Principal role.
SUPERVISOR	Select the employee who is the supervisor for the opportunity. Type one or more characters from the employee name to select from a list of employees whose names contain those characters. Click to select from the full list of employees. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.) When you save the opportunity, the employee you select is also added to the Team Members grid on the Team tab and assigned the Supervisor role.

Location

Field	Description
ADDRESS	Enter the street address or other address information for the location associated with the opportunity. Click + Add Address Line below the field if you need an additional address field. You can have up to three lines of address information.
CITY	Enter the city for the location associated with the opportunity.
STATE/PROVINCE	Select the state or province for the location associated with the opportunity. Type one or more characters from the state or province to select from a list of states or provinces that contain those characters. Click to select from the full list of states or provinces. If the drop-down list is empty, make sure the correct country is selected in COUNTRY. If it is, then no states or provinces have been defined for the country.
ZIP	Enter the ZIP code or other postal code for the location associated with the opportunity.
COUNTRY	Select the country for the location associated with the opportunity. Type one or more characters from the country to select from a list of countries that contain those characters. Click to select from the full list of countries.
COUNTY	If applicable, select or enter the name of the county for the location associated with the opportunity. Type one or more characters from the county name to select from a list of names that contain those characters. Click to select from the full list of counties. If the county you need is not listed, you can type the county name in this field instead of selecting it. Be aware, however, that your entry is not automatically added to the standard list of counties. If you think it should be on the list, ask your system administrator to add it.

More Information

If your firm adds custom grids or fields (grids or fields that are not in the standard version of iAccess) to the Overview tab in the Opportunities area, those grids and fields display under More Information. As with standard grids and fields, you must make entries in any required columns or fields.