Opportunities

Opportunities track all information about potential deals, including the associated account, stage, probability percentage, and sale total. On the Opportunities page, you can record any details that arise during discussions with your clients.

Opportunities display based on the view option you have selected for the list; the number of items, sort and filter options display as well as the time the screen was last updated. Clicking the List view picklist menu, you can change the opportunities that display in the list. You can search the Opportunities list using the search option, change the filters, and using the Refresh button refresh the list to see any new or updated opportunities that match the filter. This article will walk you through adding and editing opportunities.

Administrators can automate opportunities to reduce administrative overhead. For more information on adding or editing an opportunity automation, please refer to the Opportunity Automation article.

To add an opportunity, do the following:

Add an Opportunity

  1. Click New.
  2. The New Opportunity popup window displays.
  3. Select the record type.
  4. Click Next.
  5. Under the Opportunity Information section, enter the Opportunity Name.
  6. To associate the opportunity to an account, enter part or all of the Account Name, and select it from the locate list. If the account is marked as inactive, it is recommended that you reactivate it in Applied Epic before you make any changes. To create a new account, select New Account from the locate list.
    1. If you select New Account, the New Account page displays.
    2. Complete the required fields (denoted by red asterisks): Format, Agency, and Branch under the Add Account section, and Last name under the Primary Contact section. If you have agency structure user defaults set in Applied Epic, the Agency and Branch automatically populate with those defaults.
      Note: Depending on your organization's configuration the Department and Profit Center could be required fields.
    3. You can complete other fields to save time later.
    4. Click Save.
    5. Return to the Opportunities page, and return to step 1.
  7. Under the Estimated Value/Details section, select the Close Date from the calendar.
  8. Under the Stage Details/Comments section, select the Stage from the picklist.
  9. Under the Structure section, select the Agency and Branch from the picklists. If you have structure user defaults defined in Applied Epic, those defaults populate.
  10. Click Save to add the opportunity, or click Save & New to add the opportunity and create another.

Edit an Opportunity

Select an opportunity to display its detail page. Here, you can add or edit the opportunity information, Stage, Submissions, Contacts, Epic Activities, and Epic Attachments.

Update an Opportunity Stage

Opportunity stages display at the top of the page in the path bar: the current status displays in blue, and all completed stages display in green with a checkmark. To update the status, select the stage, and click Mark as Current Stage.

In the Stage History panel on the bottom of the page, you can view statistics for completed stages.

Edit Opportunity Details

  1. With the Details tab open, click either the Edit button on the actions bar or the Edit icon beside any field.
  2. Make necessary updates.
  3. Click Save.

Submissions

Submissions allows you to create the Master Marketing Submission with basic policy details. With submissions, you can create or view related Epic Attachments and Epic Activities.

Create Epic Marketing Submission

  1. Click the Create Epic Marketing Submission button.
  2. Enter a Submission Name.
  3. Select an Effective Date and Expiration Date.
  4. Select an applicable Source.
  5. If needed, update the Agency, Branch, or Department structure for the opportunity.
  6. Select the Type of Business.
  7. Add the lines of business associated to the submission. Click Add New.
    1. Select your policy line type from the Line picklist.
    2. Select your Profit Center from the picklist.
    3. Select your line status from the Status picklist.
    4. Pick your Issuing Location from the picklist.
      Note: If you have more than one line to add to the submission, click Add New and perform steps a-d.
  8. Once all lines are added, click the Create Marketing Submission to complete adding your submission.

Contacts

Contacts are individuals with whom you discuss account and policy information—they display under the Contact tab. When you add or edit contacts, they update in Applied Epic.

The following information only applies from the Contact tab of an existing Opportunity. If you need to edit a contact's information, see the Contacts article.

Add Contact Roles to an Opportunity

  1. Click Add Contact Roles.
  2. The Add Contact Roles popup window displays. Select a contact.
  3. Click Next.
  4. Select a Role from the picklist.
  5. Optionally, select a Primary Contact from the picklist.
  6. Click Save to add the role to the contact.

Edit Contact Roles on an Opportunity

  1. To edit a contact role, click Edit Contact Roles.
  2. The Edit Contact Roles popup window displays. Click a Contact field to select another Contact from the picklist.
  3. Click the Role field to select another Role from the picklist.
  4. Click Save.

Epic Activities

Epic activities attached to the opportunity display under the Epic Activities tab. To narrow the list, you can enter criteria into the filter column fields at the top of the panel. When you add or edit activities, they update in Applied Epic. You can assign specific access levels for notes on activities as needed.

To add a new activity to the account, do the following:

  1. Click Add.
  2. The Add/Edit Epic Activity popup window displays. Under the Add Activity section, select from the picklist whether the attachment should be Related To an Account, Policy, or Opportunity.
    1. If the activity is related to an account, select Account Structure from the picklist.
  3. Select from the picklist the Account, Policy, or Opportunity to which the activity will be related.
  4. Enter part or all of the Epic Activity Code, and select it from the locate list.
  5. The Description defaults, but you can change it if necessary.
  6. Select whether the Epic Activity Owner is an Employee or Work Group.
  7. Select the Employee or Work Group from the picklist. Only active work groups are available for selection.

Note: You must assign each opportunity to an Epic Employee that is active and has an Applied Epic for Salesforce user assigned to them. If you assign an opportunity to an Epic Employee that has either been marked Inactive or does not have an Applied Epic for Salesforce user, the opportunity will instead be assigned to the Integration User. This reduces any issues that inactive employees may cause with the bi-directional sync.

  1. Under the Detail section, select the Follow Up/Start date from the calendar.
  2. The remaining fields are not required, but it is recommended to fill out as much information as possible.
  3. Click Save to create the activity. It is added to both Applied Epic for Salesforce and Applied Epic.

Epic Attachments

Any attachments on the opportunity display on the Epic Attachments tab. All Epic Attachments are saved in Applied Epic but are accessible from both Epic and Salesforce. If you want to edit the name of an existing attachment, you must do so in Applied Epic. The changes display in both systems.

To filter the list of attachments, enter search criteria into the filter column fields at the top of the panel. To ensure that you are viewing the most current attachments from Applied Epic, use the Refresh button to update the list. You can click the Preview icon Preview attachment to display a preview of the first page of the selected attachment. If necessary, click the Download icon Download attachment to download the attachment.

You can upload up to 25 attachments at a time, up to 5MB apiece. Applied Epic for Salesforce supports the following file types:

Additionally, you can assign the access level for each attachment when you upload it. You can also apply a Global Access Level to all attachments in the Upload Attachment component. Your organizations can define the available access levels in Configure > Attachment > Access Levels in Applied Epic.

Add Epic Attachments provides detailed information on uploading attachments in Salesforce.