The Autotask database provides features that allow users to forecast sales and generate quotes for customers and prospects. A potential sale in Autotask is called an Opportunity.
A sales opportunity typically exists when:
* A customer has a need or requirement
* Your company has a solution for the need or requirement
* The solution or requirement must be implemented in a specific time frame
* The customer has a budget to implement the solution
The sales process in Autotask often parallels features depicted in a typical sales funnel where the process begins with a lead, the creation of an opportunity, the generation of a quote, and winning the sale:
In Autotask the document provided to a customer that lists prices for products and/or services and guarantees them for a specified time is called a Quote.
Note: You can create an opportunity without creating a quote, but you cannot create a quote without creating an opportunity.
A Sales Order in Autotask allows you to track quoted products after the quote is accepted and the deal is closed.