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Opportunities

Welcome to the guide dedicated to the Opportunities area within Dsposal's Paperwork. In this article, we'll delve into the purpose of Opportunities and explore its role in the lifecycle of a work package.

Before you Start

Before getting started, there are a couple of helpful things to know:

  • Opportunities is the first area within the Work module
  • It is a purely optional area, users do not have to use the Opportunities area with Paperwork

What is the Opportunities Area?

The Opportunities area is a space dedicated to swiftly capturing potential future work from existing or prospective customers. These entries serve as a quick record of potential business engagements, whether they materialise into actual sales or not. This is the very first part of the work package journey that hopefully ends with an invoice (or rebate credit).

Completely Optional

Opportunities is a purely optional area of Paperwork. Whether an organisation chooses to use Opportunities or not comes down to the individual organisations' business logic.

In the flowchart below, the Opportunities area holds a dual role as the initial step in the process and is designed to be bypassed if necessary. It serves as the point where potential future work is rapidly recorded from current or potential customers, and its placement allows for flexibility in the overall workflow.

stateDiagram-v2
    classDef notFocus fill:white,color:black

    [*] --> Opportunities
    state Opportunities {
        direction LR
        [*] --> Opportunity
        Opportunity --> [*]
    }
    [*] --> Sales:::notFocus
    Opportunities --> Sales:::notFocus
    Sales --> Jobs:::notFocus
    Jobs --> Finance:::notFocus
    Finance --> [*]
Once information has been entered into an Opportunity, it can seamlessly transition into a Sale within Paperwork. This streamlined process eliminates the need to duplicate information, as all details initially recorded in the Opportunity directly carry over to the corresponding Sale. The integration ensures a smooth and efficient workflow, allowing users to easily trace the progression from an Opportunity to a finalised Sale within the system.