You are here: Utility menu > Setup Console > Opportunities > Customizing Opportunities for a Branch

Customizing Opportunities for a Branch

The Setup > Opportunities > Branches screen is for adding and managing customer qualifying questions that will be used on the opportunities screen.  Each branch can use the same group of questions or (Template) or use their own unique set of questions and answers.  After you create the qualifying questions and answers, you can assign a numerical value for each answer which will calculate a grade for prospective clients.  

To Setup Qualification Questions for a Branch

Selecting the branches link displays a list of branches previously setup on the right side of the screen.

Note: If no templates exist, click on the link to add a new branch template. "No record(s) found. Please go to here to add new data."

  1. On the Utility menu, click SETUP.
  2. On the Setup Console, click opportunities.
  3. Click branches.
  4. Click the Details icon beside the branch you wish to setup questions for. The templates tab for that branch will open.
  5. On the templates screen you can:

Add a question

  1. Click [Add New].
  2. From the Question drop-down list, select a question.
  3. From the Answer drop-down list, select an answer.
  4. In the Value field, assign a value based on the importance of the answer.  For example, 1 being highest.
  5. At the bottom of the dialog box, click Add.
  6. Continue to add values to the remainder of the available answers.
  7. When completed click Save.  The new question will be available for that Branch next time the opportunities screen is accessed.

Create a new question

  1. Click [Add New].
  2. Beside the Question drop-down list, click Add.
  3. From the Answer drop-down list, select an answer.
  4. In the Value field, assign a value based on the importance of the answer.  For example, 5 being highest.
  5. At the bottom of the dialog box, click Add.
  6. Continue to add values to the remainder of the available answers.
  7. When completed click Save.  The new question will be available for that Branch next time the opportunities screen is accessed.

Edit the value of an existing answer

  1. On the Templates tab, only one question and its corresponding answers will appear per page.  Select the answer you wish to change the value for and click the Details icon beside the answer.
  2. In the Value field, enter or edit the value of the answer.

Change the order of questions and answers 

  1. On the templates tab, Click [Order].
  2. All the questions will appear with a corresponding drop-down box to input the desired order.
  3. Select an order place for each question.
  4. Click Next.  The answers for each question will appear.
  5. You can change the order of the answers for each question, or you can keep them as they were.
  6. Click Save then click Close.

Delete a question

  1. On the templates tab, only one question and its corresponding answers will appear per page.  Select the question you wish to delete and click the Remove  icon.