How to create a SieSales opportunity from a COMPAS quote?

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This article provides steps to create a SieSales opportunity from a COMPAS quote.

1.    In your COMPAS quote, click on the CRM tab.

 
2.    The following fields are required

• Owner Email ID – this will be used to assign the owner in the SieSales opportunity
• Estimated Order Intake Date – date that the order is expected to be entered in SAP
• Bid Due Date – Date that your quote is due to your customer
• Opportunity Name – Name you want your opportunity to be called in SieSales
• Chance of Project Execution - certainty that the opportunity/ quotation will be realized
• Chance of Siemens Success – probability of Siemens winning the opportunity
• Competitor – to close out an opportunity it is required to assign a competitor
• Government Entity/Government Funded – indicate whether this opportunity is related to the federal government

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For more details about these fields, please click on the  symbol.

3.    For the EIS sales team the following fields are required 
 

• End User – It is important that we capture end account information for all opportunities. Doing so enhances our ability to identify service opportunities, plan resources effectively, and conduct valuable data analysis.  End accounts can include building owners, developers, tenants, hospitals, universities, data centers, and more.
• Contractor – Add all contractors that are bidding this opportunity.  Please ensure that the winning contractor is set as primary prior to closing out the opportunity. The contractor marked primary will be the one displayed on submittals and drawings, so ensure this is updated prior to order entry.
• Consultant –Enter the electrical engineer of record for the drawings.  If this is a design/build opportunity, the contractor can be named as both the contractor and the consultant.  The consultant marked as primary will be the one displayed on submittals and drawings.
• EPC/General Contractor – Add all GCs that are bidding this opportunity.  Mark the GC with the best chance of winning (estimate) as primary.  Please ensure that the winning GC is  set as primary prior to closing out the opportunity.
• Notes/Description – This should be a short concise paragraph outlining the opportunity project scope/application, and continue to provide updates on key milestones.  

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For more information about individual sales team requirements and guidelines please visit the SieSales Support Forum.

4.    After entering all the pertinent information click the “Create Opportunity” button.  This will only be selectable once the required fields have been entered.

5.    COMPAS will check in the quote and send the data to SieSales and create an opportunity.  Once the opportunity has been created, the CRM Opportunity ID and CRM Quote ID fields will populate.  To go to the newly created opportunity click on the Open In SieSales icon.

6.    Each time a user turns editing off, COMPAS will sync the updated data with SieSales.  Please note, that if you make a change in SieSales while the COMPAS quote has editing on – the next time you turn editing off it will override SieSales with the information in the COMPAS quote.

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SieSales SI Handbook