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Main Menu > CRM > Maintenance > CRM Opportunity Definition Maintenance
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The CRM Opportunity Definition Maintenance program allows users to set up criteria to create opportunities based on customer data to increase sales potential. There are 8 different opportunity types Average Order Days Exceeded, Category Expansion, Product Expansion, Stopped Buying, Declining Sales, Customer Class, G/P Anomaly and Manual Opportunity with each type described below.
![clip2456](./images/clip2456.png)
![Number 1](./images/hmfile_hash_62ff2740.png)
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Opportunity Code - The opportunity code or click to search.
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![Number 2](./images/hmfile_hash_fc69ad8d.png)
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Description - The description of the CRM opportunity.
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![Number 3](./images/hmfile_hash_fcd6c5ba.png)
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Opportunity Type - Clicking the drop down arrow allows users to select an Opportunity Type. Refer to the sections below for an explanation of each opportunity type.
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![Number 4](./images/hmfile_hash_e83330b9.png)
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New Definition - Allows users to create a new opportunity definition.
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![Number 5](./images/hmfile_hash_fc0b05c6.png)
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Edit Customer Account Restrictions - Allows users to restrict the customer accounts included in the selected opportunity.
![clip2457](./images/clip2457.png)
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![Number 6](./images/hmfile_hash_ab6af1a3.png)
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Save - Saves the selected CRM opportunity and any changes.
Clear - Clears the current screen allowing users to select another CRM opportunity.
Delete - Deletes the selected record.
Listing - Exports a list of existing CRM opportunities to Excel.
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Average Order Days Exceeded
Create opportunities for customers that haven't placed an order beyond their average order days, based on a sliding scale.
![CRM Opportunity Definition Maintenance - Average Order Days Exceeded Screen CRM Opportunity Definition Maintenance - Average Order Days Exceeded Screen](./images/clip2455.png) CRM Opportunity Definition Maintenance - Average Order Days Exceeded Screen
![Number 1](./images/hmfile_hash_62ff2740.png)
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The number of days on average or less a customer places an order.
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![Number 2](./images/hmfile_hash_fc69ad8d.png)
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The number of days over the average days where an order has not been placed.
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![Number 3](./images/hmfile_hash_fcd6c5ba.png)
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Add/Update - Adds the formula to the selected CRM opportunity.
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![Number 4](./images/hmfile_hash_e83330b9.png)
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Displays a list of the criteria entered for the selected CRM opportunity.
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![Number 5](./images/hmfile_hash_fc0b05c6.png)
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Exclude Customers with Outstanding Sales Orders - When ticked, customers with outstanding sales orders will be excluded.
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Category Expansion
Create opportunities for customers that buy certain product groups but not others.
![CRM Opportunity Definition Maintenance - Category Expansion Screen CRM Opportunity Definition Maintenance - Category Expansion Screen](./images/clip2458.png) CRM Opportunity Definition Maintenance - Category Expansion Screen
![Number 1](./images/hmfile_hash_62ff2740.png)
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The targeted product groups customers have purchased from.
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![Number 2](./images/hmfile_hash_fc69ad8d.png)
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The number of previous months sales to analyse for product groups the customer has purchased.
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![Number 3](./images/hmfile_hash_fcd6c5ba.png)
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The targeted product groups these customers have not purchased from.
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![Number 4](./images/hmfile_hash_e83330b9.png)
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The number of previous months sales to analyse for product groups the customer has not purchased.
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Product Expansion
Create opportunities for customers that buy certain individual products but not others.
![CRM Opportunity Definition Maintenance - Product Expansion Screen CRM Opportunity Definition Maintenance - Product Expansion Screen](./images/clip2459.png) CRM Opportunity Definition Maintenance - Product Expansion Screen
![Number 1](./images/hmfile_hash_62ff2740.png)
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The number of previous months sales to analyse for products the customer has purchased.
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![Number 2](./images/hmfile_hash_fc69ad8d.png)
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The product codes or click to search for products that customers have purchased in the set period.
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![Number 3](./images/hmfile_hash_fcd6c5ba.png)
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Displays a list of product codes that are required to have been purchased in the set period.
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![Number 4](./images/hmfile_hash_e83330b9.png)
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The number of previous months sales to analyse for products the customer has not purchased..
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![Number 5](./images/hmfile_hash_fc0b05c6.png)
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The product codes or click to search for products that customers have not purchased in the set period.
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![Number 6](./images/hmfile_hash_ab6af1a3.png)
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Displays a list of product codes that are required to have not been purchased in the set period.
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![Number 7](./images/hmfile_hash_648379b6.png)
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Add - Adds the line to the criteria.
Clear - Clears the selected line.
Import List - Allows users to copy/paste or enter products in bulk.
![clip2471](./images/clip2471.png)
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Stopped Buying
Create opportunities for customers that have had no sales for a defined period.
![CRM Opportunity Definition Maintenance - Stopped Buying Screen CRM Opportunity Definition Maintenance - Stopped Buying Screen](./images/clip2460.png) CRM Opportunity Definition Maintenance - Stopped Buying Screen
![Number 1](./images/hmfile_hash_62ff2740.png)
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The number of months to examine where customers have had sales.
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![Number 2](./images/hmfile_hash_fc69ad8d.png)
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The number of days to examine where customers have had no sales.
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![Number 3](./images/hmfile_hash_fcd6c5ba.png)
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Exclude Customers with Outstanding Sales Orders - When ticked, customers with outstanding sales orders will be excluded.
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Declining Sales
Create opportunities for customers that have declining sales for a defined period.
![CRM Opportunity Definition Maintenance - Declining Sales Screen CRM Opportunity Definition Maintenance - Declining Sales Screen](./images/clip2461.png) CRM Opportunity Definition Maintenance - Declining Sales Screen
![Number 1](./images/hmfile_hash_62ff2740.png)
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The number of months to examine a customers average monthly spend.
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![Number 2](./images/hmfile_hash_fc69ad8d.png)
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The percentage value of decline.
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![Number 3](./images/hmfile_hash_fcd6c5ba.png)
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The number of months to examine a customers decline in average monthly spend.
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![Number 4](./images/hmfile_hash_e83330b9.png)
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Exclude Customers with Outstanding Sales Orders - When ticked, customers with outstanding sales orders will be excluded.
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Customer Class
Create opportunities for customers that belong to one or more selected dynamic customer classifications.
![CRM Opportunity Definition Maintenance - Customer Class Screen CRM Opportunity Definition Maintenance - Customer Class Screen](./images/clip2462.png) CRM Opportunity Definition Maintenance - Customer Class Screen
![Number 1](./images/hmfile_hash_62ff2740.png)
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Click to select customer classes required.
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G/P Anomaly
Create opportunities for customers that have a defined low or high average G/P%.
![CRM Opportunity Definition Maintenance - G/P Anomaly Screen CRM Opportunity Definition Maintenance - G/P Anomaly Screen](./images/clip2465.png) CRM Opportunity Definition Maintenance - G/P Anomaly Screen
![Number 1](./images/hmfile_hash_62ff2740.png)
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The number of months to examine a customers average G/P %.
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![Number 2](./images/hmfile_hash_fc69ad8d.png)
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The percentage value where the customers average G/P % is lower than this. Leave blank to ignore.
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![Number 3](./images/hmfile_hash_fcd6c5ba.png)
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The percentage value where the customers average G/P % is higher than this. Leave blank to ignore.
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Manual Opportunity
Create opportunities for a list of customers obtained from another source (eg a sales report).
![CRM Opportunity Definition Maintenance - Manual Opportunity Screen CRM Opportunity Definition Maintenance - Manual Opportunity Screen](./images/clip2466.png) CRM Opportunity Definition Maintenance - Manual Opportunity Screen
![Number 1](./images/hmfile_hash_62ff2740.png)
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The customer code or click to search.
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![Number 2](./images/hmfile_hash_fc69ad8d.png)
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Displays a list of customer's added to the selected CRM Opportunity.
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![Number 3](./images/hmfile_hash_fcd6c5ba.png)
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Add - Adds the customer.
Clear - Clears the selected line.
Import List - Allows users to copy/paste or enter customer codes in bulk.
![clip2463](./images/clip2463.png)
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![Number 4](./images/hmfile_hash_e83330b9.png)
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With the Description - The description that will be added to the opportunity.
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