Leads And Opportunities
This FAQ will go over the lead and opportunities feature in Paradigm ERP.
Enable Leads And Opportunities
Company Preferences
To enable this feature, go to System > Company Preferences > Sales > Opportunities and check “Enable Leads and Opportunities”. Paradigm may need to be closed and reopened for this feature to show after being enabled.
- Customers require opportunities by default – This will default “Require Opportunity” to true on newly created customers.
- Auto generate opportunities – This will auto create an opportunity for new quotes, if the customer requires opportunities, and there are no open opportunities for that customer.
User Security
Another step to enable this feature is to enable permissions for this in user security for each role or user that needs access.
Adding A Lead
To add a lead in Paradigm, go to Accounts Receivable > Customer and click “Add Lead”. Leads can only be used on quotes and estimates. Once a quote for a lead is converted to an order, it will remove the “Lead” flag and become a customer.
Creating Opportunities
The opportunities list can be found by going to Accounts Receivable > Opportunities.
From there enter the opportunity information, select the lead, and choose the stage and category. Click the gear icon beside “Stage” or “Category” to adjust or create new ones. Set the primary quote to the main quote for the lead and the amount field can be set to the estimated sales amount.
Linked transactions and linked tasks will be listed at the bottom of the opportunity screen.
Opportunity Quotes
A quote can be linked to an opportunity on the “General” tab. This will be done automatically if the quote is created from the opportunity. Opportunities can be created from a quote using the plus button.
Once a quote for a lead is converted to an order, it will remove the “Lead” flag and become a customer.
Opportunity Stages
The stages that are available in the Opportunity drop down can be customized in the Opportunity window. To open the Opportunity Stages window, first open the Opportunity window by editing an existing opportunity or by creating a new one, and click the button beside the Stage drop down that has a gear icon.
Within the Opportunity Stages window, the stages can be renamed, the statuses adjusted, and order sorted.
Converting an Opportunity Quote to an Order
The final option in Company Preferences within the Opportunities section allows selecting the stage that will be set by default when a linked quote is converted to an order. Only stages whose Status is marked as Won in the Opportunity Stages setup will show in the drop down in Company Preferences. When a quote that is linked to an opportunity is converted to an order, the opportunity’s stage is automatically updated to the designated default Won stage.
