3.6 Potentials
Potentials are starting points for negotiations. The module is organized with filters and information cards. Within the main information, a Potential must be correlated with a Company / Contact (so that the commercial information flow is complete).
The relations menu gives access to the data of related modules. As usual, a relation can be added by pushing the relevant button ![2.1 [8].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/2-1-8.PNG){kind=small}
. For example, from a Potential it is possible to progress to the next stage of the sales cycle by creating a Quotation, which is automatically correlated with the Potential / Account information.
![3.6 [1].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/3-6-1.PNG)
Potential Detail
![3.6 [2].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/3-6-2.PNG)
The image above shows a Quotation related to a Potential
| Organizational layout of related modules | ||
| Conversations | Notes | PDF Maker |
| Documents | Activities (Calendar) | Tasks (Calendar) |
| Products | Contacts | Quotes |
| Sales Orders | Services | Messages |
| Account | Processes | |