Opportunities

This screen is where you can store a list of Opportunities/Leads. Maybe you have just been to see a potential customer or been given some information by an existing customer for another route not tendered by you.

You can add all this information here and then run reports by using the Find button and filter by a category, and even batch email all the leads in one go.

Click New at the top of the screen and then completed the boxes below

Origin - Complete with as much as four origin points / you don't have to complete all it will just help with search criteria

Destination - Complete with as much as four Dest points / you don't have to complete all it will just help with search criteria

Sales Person - Select from list of internal staff

Mode - The mode of this lead (Sea, Air, Road, ect)

Quantity - Used in conjunction with Category to give you a idea of the size of the Opportunity

Category - Used in conjunction with Quantity (i.e 10 - Jobs or 5 - Containers)

Frequency - To complete the above is this quoted amount weekly, monthly or annually

Term - Terms for the shipment(s) - FOB, CIF, ect

Lead Source - To help keep track of how you got this lead, maybe from a advertisement or trade show (Double click to add)

Competition - Add to the list with the company currently looking after this opportunity.

Turnover - Annual turnover and this will show in the CRM area later

Profit - The estimated profit you could get form this opportunity, and again this will show in the CRM area later.

Margin - Margin measured in percentage

Win Date (Est) - An estimated win date

Win Date (Act) - To be completed after the business is won

Weighting -The stage of this lead, and you can add to the list and have points (25%, 50% and 75%) then run reports by this data

Once all the information has been entered you can now filter the list using the find button. This could be very helpful if you had some empty containers coming back from a country and could offer a Special rate. Come into this screen and filter by Origin/Dest and then you will have the listing.

You can then use the Email icon at the top of the screen and batch email from the software or (Copy and Paste) the email address into a mail merge program.