Configure Opportunities

Opportunity stages

---

Prior to the start of the work, you can configure opportunity stages by adding the new stages or editing the existing ones. The "out-of-the-box" CRM application provides default opportunity stages. You can find their description in the Process Opportunities article.

To create an opportunity stage, complete the steps below:

1. Navigate to CRM → Settings → Opportunity Stages.
2. Click New and fill in the fields.
3. Click Save or Save and exit to apply the changes.

Opportunity Stage form fields

Field	Mandatory	Description
Name	Y	Add the title of the opportunity stage.
Minimum probability of opportunity, %	N	Specify the minimum probability of closing the deal in percentage for the opportunity to take this stage.
Customer centric stage	N	Specify the customer centric stage, in which this opportunity stage is included.

Task chains

---

The tasks can be created automatically when the responsible employee moves the opportunity to a new sales stage. It allows for automation of business processes. Use task templates to configure this system.

To create a CRM Task Template, complete the steps below:

1. Navigate to CRM → Settings → Task Chains.
2. Click New and fill in the fields.
3. Click Save or Save and exit to apply the changes.

CRM Task Template form fields

Field	Mandatory	Description
Active	N	Select the checkbox to make the template active. An active template automatically creates tasks when the opportunitiy is moved to the specified initiating stage.
Name	Y	Add the title of the task template.
Table	Y	The table, to which the task created from this template is added. The field is filled in automatically with the value Task (crm_task).
Short description	N	Add the description of the template.
Selling direction	Y	Specify the selling direction, to which this template should be applied.
Initiating stage	N	Specify the opportunity stage, moving to which initiates the creation of the task from this template.
Time period in working days	Y	Specify the due date for the task created from this template.
Order	N	Specify the order of the task in the task chain.
Next task template	N	Specify the template that should be used for the creation of the next task in the chain after the completion of the task created from this template.
Template	N	Configure the values for the fields of the task created from this template. You can only specify the values for the fields of the specified Table. You can read about the Task form in the Related Actions article.
Follow up	N	Select the checkbox to run a script specified in the Action field when the task is created from this template.
Action	Y	Specify the script to run when a task is created from this template. The Action field is only available if the checkbox Follow up is selected.

Script actions

---

You can configure the scripts that should be ran when a task is created from a template. It allows for the automation of the opportunity processing.

To create a CRM Script Action, complete the steps below:

1. Navigate to CRM → Settings → Script Actions.
2. Click New and fill in the fields.
3. Click Save or Save and exit to apply the changes.

CRM Script Action form fields

Field	Mandatory	Description
Name	N	Add the title of the script action for identifying it on the form CRM Task Template.
Active	N	Select the checkbox if the script action is active. An active script action can be selected on the form CRM Task Template.
Description	N	Add the description of the script action.
Script	N	Add the script action. You can use methods of the Server-Side API for the script configuration.

Action script example

(function executeCRMAction(opportunity, crmTask, employee) {
    opportunity.additional_comments = "Comment was added by CRM Action Script";
    opportunity.update();
 
    crmTask.additional_comments = "Comment was added by CRM Action Script";
    crmTask.update();
 
    crmTask.additional_comments = employee.display_name;
    crmTask.update();
})(opportunity, crmTask, employee);