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New Optional Service Opportunity Screen
- 23 Sep 2022
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New Optional Service Opportunity Screen
- Updated on 23 Sep 2022
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- PDF
Article Summary
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The New Optional Service Opportunity screen enables you to immediately create opportunities in bulk from optional services on active won contracts. For example, you may want to create opportunities and email proposal letters for optional spring color to all clients under contract that had spring color estimated as an optional service on their contract.
Unlike other administration screens, this screen is not used to perform setup functions but is rather used to immediately bulk-create opportunities.
The screen elements on the New Optional Service Opportunity screen are described in the following table.
| Screen Element | Description |
|---|---|
| Service | Required. Combo box that allows you to select a service. Based on the specified service, Aspire will search for all won opportunities that have that service listed in the Optional Services section of the estimate. |
| Sales Rep | Sales rep to own opportunities for which new opportunities will be generated. |
| Start Date | Required. Start date to be added to the newly created opportunities. New opportunities will only be created for existing opportunities whose duration (time between the start date and end date) included the specified start date. |
| End Date | End date to be added to the newly created opportunity. |
| Notes | The value provided fills in as the proposal description for the new opportunities that are created. |
| Save Icon | The Save icon confirms the bulk creation of opportunities based on the specified criteria. |
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