1.2 Identify Opportunity An opportunity can be identified by any staff member and entered as a new lead in the Sales area of ERP. If the opportunity requires an urgent response, the BD Manager should be informed at this stage.
If the Opportunity is created because of equipment delivered to Metron for repair with no opportunity, a PR or PO received or there is relevant project information, this should be provided to operations coordinator and stored in the tender folder for data received from the client as soon as the folders have been created (Step 1.4).
If this is a variation to a current opportunity you must enter this into the internal notes.
Subject: Asset, Tag & Job Description e.g. ONC P-4003 Supply of Pressure Transmitter Customer: If not in the system refer to the below ERP User Guide - Creating New Customer and Contact. Contract: Tick to confirm if this is a contract, or part of a current contract Parent: If this opportunity is the direct result, or a variation, of a previous opportunity, or a mobilisation period of a current contract, link to the original opportunity in this field. Internal Notes: All information they have available, including any variations, must be entered here. It is not acceptable to leave this field blank.
Any client correspondence should be given to the sales coordinators so they can update the opportunity folders, once created in step 1.4.