Linking Jobs to Sales Opportunities

Sales Opportunity Tracking provides options for tracking your sales opportunities and monitoring which one are won and which ones are lost. An opportunity is a feature that helps you manage your sales efforts by giving your organization visibility into the opportunity process. Opportunities can be assigned to bids or job bids in Eclipse and help you track opportunity details: amount, win confidence, due dates, sources, stages, award statuses, and lost reasons.

You can link job data to sales opportunities as they arise. You can track potential sales in a pipeline and tie opportunity to a job or a sales order. Use the Additional Header Information in Sales Order Entry to enter the job name and tag the order to that job. By tieing the order to the sales opportunity directly, the system populates the order's sales opportunity information. You can use the Sales Opportunity Pipeline Report to see a summary of opportunities.

A job may be linked to a single opportunity. It can have multiple customer bids associated to it; meaning, customers who are bidding on the job and using the Eclipse customer to source the material. A job can have multiple vendor bids; meaning, those bids to the Eclipse customer's vendors who provide material for the job.

Note: If you purchased Job Management companion product, we recommend keeping all your job management details in that system.

To link a job to a sales opportunity:

From the Maintenance > Job Bid menu, select Job Bid Maintenance to display the Job Bid Maintenance window.
From the Edit menu, select Sales Opportunity Maintenance, complete or review the fields:

Field	Description
Sales Branch	The sales order branch out of which the bid originates.
Amount	Amount you are bidding for the job opportunity.
Win Confidence	Percent confidence you have about being awarded the job opportunity.
Due Date	The date the bid is due to the opportunity representative.
Source	The way the customer found you to bid on the job, such as newspaper ad or internet search.
Stage	Stage of the bid, such as Pending or Awarded.
Follow Up User	User required to follow up on the job opportunity.
Follow Up Date	The date the user should follow up on the job opportunity.
Award Status	Status of the bid: Won or Lost.
Lost Reason	If opportunity is lost, the reason code, such as Underbid.
Notes	Any internal notes about the job opportunity. This information does not show on other windows or printed forms.

Save your changes and exit the window.