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Managing opportunity communications

iMIS Opportunity Management gives you the power to manage effective communications with your prospects and within your organization. As an Opportunity Manager or Opportunity Administrator, you can:

To select message recipients or report data

Run a predefined query to select the recipients for a message or the data elements for a report.

  1. From Opportunity, select Generate Reports.
  2. Select QueriesView. Select the query.
  3. (optional) Enter your changes to the sources, filters, display, and sorting information. Click Save or Save As and save the edited query.
  4. Enter any required parameters (information needed to run the query).
  5. Click Preview.
  6. If the results are correct, click Run.

    If you want to increase or reduce the items that are displayed, click Change Parameters, make the changes, and preview again.

To edit an output process

  1. From Opportunity, select Generate Reports.
  2. Select the output process.
  3. Click the Edit icon and enter your changes.
  4. Click Save.

To copy an output process

  1. From Opportunity, select Generate Reports.
  2. Select the output process.
  3. Click the Edit icon.
  4. Click Save As.
  5. Enter a name for the new output process.
  6. Define the new output process.
  7. Click Save.

To delete an output process

  1. From Opportunity, select Generate Reports.
  2. Select the output process.
  3. Click Delete.

See Also

Using Opportunity Management

Using opportunities

Using tasks

Using task communications

Managing Opportunities


ASI logo 10.6 Production Release. Updated 2/16/2006 1:30:51 PM
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