Move

A Move represents an individual or organization being managed in a Moves Series. Moves are built on the same underlying feature of Sales Opportunities and therefore share many of the same fields, although both are managed in their own respective modules.

Adding a Move

Most Moves will be added via a Moves Stage Scheduled Task. These tasks use a selection query or a rule set up to move people into a Moves Series and/or transfer them between Moves Stages.

However, Moves for individuals can also be manually created by adding a Move directly from NetForum.

To manually add a Move, complete the following steps:

1. Expand the Module Menu and select the Moves Management option to launch the Moves Management module.
2. Mouse over the Moves tab to expand the Moves fly-out menu.
3. Click the Add Move link.

   This will open the Add - Moves Opportunity pop-up window.

4. Enter the first few letters of the individual to be assigned the Move in the customer field. You will be returned with a list of customers that meet the criteria you entered.
5. Click the name of the individual you wish to move into the Moves Series.
6. Expand the user drop-down and select the user who will manage this move.
7. Enter the name of this move in the opportunity name field.
8. Expand the moves series drop-down menu and select the Moves Series to which you will be adding this individual.
9. Expand the stage drop-down menu and select the Moves Stage where this individual will be added.
10. If applicable, expand the opportunity source drop-down menu and select the source of this opportunity.
11. Enter the amount this opportunity might generate in the opportunity amount field.
12. Enter the number of times to apply this move in the quantity field.
13. If desired, enter a description of the Move in the details field.
14. The product type drop-down menu will default to the product type set for the Moves Series you selected above.
15. If applicable, choose the appropriate product from the product drop-down menu.
16. If desired, enter the proposed close date for this move in the estimated close date field.
17. Click the Save button.

    Note: Manually added Moves will also display on the customer history - not closed child form on the Moves Stage profile.

Moves Profile

Every individual that is entered into a Moves Series will have a Moves Profile.

The Moves Profile will display the basic information about the Move, including the user assigned to the move, the customer, the moves series, the current stage, etc.

Clicking the add note icon will allow you to add a note regarding this move to the profile.

You can add a Moves Stage Assignment to this individual by clicking the add assignment icon.

To generate an invoice for this Move, click the invoice icon.

Tabs and Child Forms

The Moves Profile contains the following tabs and child forms:

Primary

• stages - displays the stages this specific Move has completed or is currently in
• assignments - lists and allows you to create assignments for this Move
• customer request - lists requests the customer has made regarding this Move, requests can also be created from this child form
• notes - displays and allows you to create notes regarding this Move
• documents - lists and allows you to add documents for this Move

Contacts

• contacts - lists and allows you to add contacts for this Move
• stage contacts - lists the stage contacts for this Move

Log

• history - displays a running history of this Move
• field level change log - displays changes made to this Move

Action Tab

Expanding the Action tab displays several links designed to make working with the Moves profile a bit more convenient.

Finding Records

You can find Moves, by using the standard Find feature located on the Moves tab.

Managing Records

Moves Series - the Moves Series.

Moves Stage - the Moves Stage the person is in currently.

Product Type - defaults from the setting in the Series. For Series with a goal to sell an item, the Product Type can be used to set that Product Type.

Opportunity Amount - if desired, the currency amount that is the goal of a sale can be entered, if the Series has a goal of selling an item. Used for projection purposes of a sales pipeline.

Close Probability - the estimates percentage likelihood of achieving success.

Expected Revenue - the product of the Opportunity Amount and Close Probability, if both fields are entered. For example, if the opportunity amount is $1,000 and the close probability is 40 percent, then the expected revenue would be $400. This can be used if the Series has a goal of selling a product.

Next Step - not currently used.

Stages Child Form

Lists the historical movement from one stage to another. Expanding the record will display any assignments for the particular Stage.

The goal of Moves Management is to complete all the assignments for each stage.