Configuring
iSupport Opportunity Functionality
iSupport Opportunity Features
and Setup
iSupport
Service Desk Edition Features
If you have the Service Desk edition, use iSupport’s Opportunity Management functionality to create Opportunity records and generate quotes using products and product groups that you create or utilize via Intuit® QuickBooks® integration. Quotes are sent in PDF format as an attachment to an email that you configure using the Correspondence Template screen. You can access generated quotes and view activities related to Opportunity records via the History tab in the Opportunity screen.
Enable and
set basic Opportunity options in the Core Settings | Global Settings |
Feature
Basics screen in the Configuration module. In that screen you can
configure Intuit QuickBooks integration and enter information to include
on quotes generated via the Opportunity screen. If you configure QuickBooks
integration, be sure to schedule the QuickBooks Sync Agent on the Miscellaneous
tab in the Feature Basics screen to synchronize paid invoices with corresponding
opportunities.
Configure correspondence templates
for use with quotes via the Options and Tools | Automate | Templates screen
in the Configuration module.
Use
the Options and Tools | Customize | Opportunity | Products
screen to configure line items that will be available for selection
when creating quotes and invoices in the Opportunity screen.
You can
manually create Opportunity records via the Opportunity
screen; access it via the Desktop Create
menu
or by clicking the Opportunity
icon
in the Customer and Company Profile screens.
If there are fields you need
for the Opportunity screen that are not included in iSupport by default,
you can create custom
fields via the Options and Tools | Customize | Custom Fields screen.
You
can configure opportunity
types via the Options and Tools | Customize | Opportunity | Types
screen to group opportunities in a descriptive manner for tracking and
reporting. Types are assigned to opportunities in the Opportunity screen,
and you can configure rules to change the opportunity type.
You
can configure product groups
via the Options and Tools | Customize | Opportunity | Product Groups screen
for classifying and filtering line items.
You
can configure stages
via the Options and Tools | Customize | Opportunity | Stages screen for
describing the different parts of the sales process for tracking and reporting.
Stages are assigned to opportunities in the Opportunity screen, and you
can configure rules to change the stage.
You
can configure terms
via the Options and Tools | Customize | Opportunity | Terms screen to
configure terms that will be available for selection when creating quotes
and invoices in the Opportunity screen.
You can configure Opportunity
rules via the Options and Tools | Automate | Rules screen to send
Desktop and email notifications when specified conditions based on Opportunity
record fields or events are met; for example, you can configure a rule
to send a notification when the priority of an Opportunity record is modified.
You can use or copy and modify
iSupport's default notifications, or you can create new custom
notifications via the Options and Tools | Customize | Custom Notifications
screen. You can include
data from work items and designate any applicable recipients.
You can automatically change
field values on Opportunity records via Opportunity
rules in the Options and Tools | Automate | Rules screen.
You can
use webhooks
in the Options and Tools | Automate | Webhooks screen to post Opportunity
data to a web application via Opportunity
rules.
Use
the Action menu
in the View component on the Desktop to perform actions such as opening,
viewing, and deleting multiple Opportunity records.
You can configure roles/permissions
for support reps and rep groups using Opportunity functionality via the
Core Settings | Global Settings | Support
Representatives screen.