{"id":1842,"date":"2026-06-17T07:02:05","date_gmt":"2026-06-17T07:02:05","guid":{"rendered":"https:\/\/www.hostx.ro\/kb\/cum-gestionez-functia-opportunities-in-sugarcrm\/"},"modified":"2026-07-25T20:44:34","modified_gmt":"2026-07-25T18:44:34","password":"","slug":"cum-gestionez-functia-opportunities-in-sugarcrm","status":"publish","type":"docs","link":"https:\/\/www.hostx.ro\/kb\/cum-gestionez-functia-opportunities-in-sugarcrm\/","title":{"rendered":"Cum gestionez functia Opportunities in SugarCRM?"},"content":{"rendered":"<p><strong>Opportunities<\/strong> reprezint\u0103 valoarea estimat\u0103 a v\u00e2nz\u0103rilor sau cu alte cuvinte, cele mai bune venituri pe care le pute\u021bi ob\u021bine dintr-o afacere. <strong>SugarCRM CE<\/strong> v\u0103 permite s\u0103 gestiona\u021bi pe deplin oportunit\u0103\u021bile legate de diferite etape din procesul de v\u00e2nzare. Iar mai jos v\u0103 vom spune cum pute\u0163i face acest lucru.<\/p>\n<h2 id=\"1-accesarea-paginii-opportunities\"><strong>1. Accesarea paginii Opportunities<\/strong><\/h2>\n<p>Pentru a gestiona <strong>Opportunities<\/strong>, naviga\u0163i la <strong>Sales &gt; Opportunities<\/strong>.\u00a0Aici ve\u0163i g\u0103si un tabel care con\u0163ine toate oportunit\u0103\u0163ile create p\u00e2n\u0103 \u00een prezent.<\/p>\n<h2 id=\"2-adaugarea-opportunity\"><strong>2. Adaugarea Opportunity<\/strong><\/h2>\n<p>Pentru a ad\u0103uga o noua oportunitate dati click pe linkul <strong>Create Opportunity<\/strong> din bara <strong>Actions<\/strong> din partea de sus.<\/p>\n<p>Ve\u0163i fi direc\u0163ionat c\u0103tre o nou\u0103 pagin\u0103 unde va trebui s\u0103 configura\u021bi c\u00e2teva op\u021biuni:<\/p>\n<ul>\n<li><strong>Opportunity Name<\/strong> &#8211; Numele<\/li>\n<li><strong>Account Name<\/strong> &#8211; Numele contului aferent acestei oportunit\u0103\u021bi. Pute\u021bi selecta un cont.<\/li>\n<li><strong>Currency<\/strong> &#8211; Moneda folosit\u0103 pentru aceast\u0103 oportunitate<\/li>\n<li><strong>Expected Close Date<\/strong> &#8211; Data estimat\u0103 de \u00eenchidere pentru aceast\u0103 oportunitate<\/li>\n<li><strong>Opportunity Amount<\/strong> &#8211;\u00a0 Suma veniturilor preconizate de aceast\u0103 oportunitate<\/li>\n<li><strong>Type<\/strong> &#8211; Aici ve\u021bi putea alege dac\u0103 oportunitatea este legat\u0103 de un client existent sau de unul nou<\/li>\n<li><strong>Sales Stage<\/strong> &#8211; Statusul acestei oportunit\u0103\u021bi \u00een termenul de v\u00e2nz\u0103ri<\/li>\n<li><strong>Lead Source<\/strong> &#8211; Sursa lead-ului legat de aceast\u0103 oportunitate<\/li>\n<li><strong>Probability<\/strong> &#8211; Aceasta este determinat\u0103 din aplica\u021bia SugarCRM CE pe baza etapei de v\u00e2nz\u0103ri selectate<\/li>\n<li><strong>Campaign<\/strong> &#8211; Dac\u0103 aceast\u0103 oportunitate este legat\u0103 de orice campanie<\/li>\n<li><strong>Next Step<\/strong> &#8211; Urm\u0103torul pas legat de \u00eenchiderea v\u00e2nz\u0103rii<\/li>\n<li><strong>Description<\/strong> &#8211; Descriere<\/li>\n<\/ul>\n<p>\u00cen ultima sec\u0163iune, <strong>Others<\/strong>, \u00eei ve\u0163i putea atribui un utilizator.\u00a0Dup\u0103 ce configura\u0163i toate detaliile da\u0163i click pe <strong>Save<\/strong> pentru a salva informa\u0163iile.<\/p>\n<h2 id=\"3-editare-si-stergere-opportunities\"><strong>3. Editare \u015fi stergere Opportunities<\/strong><\/h2>\n<ul>\n<li>Pentru a <strong>edita<\/strong>, accesa\u021bi pagina de pornire <strong>Opportunities<\/strong> iar apoi g\u0103si\u021bi-o pe cea pe care dori\u0163i s\u0103 o edita\u021bi. Click pe butonul mic de editare asem\u0103n\u0103tor cu creionul \u00eenainte de numele oportunit\u0103\u0163ii \u015fi ve\u021bi fi redirec\u021bionat c\u0103tre o pagin\u0103 unde ve\u021bi g\u0103si toate informa\u021biile pe care le pute\u021bi edita. Dup\u0103 editare click <strong>Save<\/strong> pentru a salva modific\u0103rile.<\/li>\n<li>Pentru a <strong>\u015fterge<\/strong>, accesa\u021bi pagina de pornire <strong>Opportunities<\/strong> iar apoi g\u0103si\u021bi-o pe cea pe care dori\u0163i s\u0103 o \u015fterge\u0163i utiliz\u00e2nd func\u0163ia <strong>Search<\/strong>. Apoi click pe caseta de selectare mic\u0103 \u00eenainte de numele contactului \u0219i pe butonul <strong>Delete<\/strong> din partea de sus a tabelului. Confirma\u0163i \u015ftergerea \u00een caseta popup afi\u015fat\u0103.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Opportunities reprezint\u0103 valoarea estimat\u0103 a v\u00e2nz\u0103rilor sau cu alte cuvinte, cele mai bune venituri pe care le pute\u021bi ob\u021bine dintr-o afacere. SugarCRM CE v\u0103 permite s\u0103 gestiona\u021bi pe deplin oportunit\u0103\u021bile legate de diferite etape din procesul de v\u00e2nzare. Iar mai jos v\u0103 vom spune cum pute\u0163i face acest lucru. 1. Accesarea paginii Opportunities Pentru a &#8230; <a title=\"Cum gestionez functia Opportunities in SugarCRM?\" class=\"read-more\" href=\"https:\/\/www.hostx.ro\/kb\/cum-gestionez-functia-opportunities-in-sugarcrm\/\" aria-label=\"Cite\u0219te mai multe despre Cum gestionez functia Opportunities in SugarCRM?\">Cite\u0219te mai mult<\/a><\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"whmcs_kb_id":1644,"footnotes":""},"doc_category":[177],"doc_tag":[234,456,254,457],"class_list":["post-1842","docs","type-docs","status-publish","hentry","doc_category-sugarcrm","doc_tag-administrare","doc_tag-crm","doc_tag-management","doc_tag-sugarcrm"],"year_month":"2026-09","word_count":422,"total_views":"23","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Adrian Firican","author_nicename":"techeditor1","author_url":"https:\/\/www.hostx.ro\/kb\/author\/techeditor1\/"},"doc_category_info":[{"term_name":"SugarCRM","term_url":"https:\/\/www.hostx.ro\/kb\/docs-category\/sugarcrm\/"}],"doc_tag_info":[{"term_name":"administrare","term_url":"https:\/\/www.hostx.ro\/kb\/docs-tag\/administrare\/"},{"term_name":"CRM","term_url":"https:\/\/www.hostx.ro\/kb\/docs-tag\/crm\/"},{"term_name":"management","term_url":"https:\/\/www.hostx.ro\/kb\/docs-tag\/management\/"},{"term_name":"SugarCRM","term_url":"https:\/\/www.hostx.ro\/kb\/docs-tag\/sugarcrm\/"}],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Cum gestionez Opportunities \u00een SugarCRM CE - Centrul de suport HostX<\/title>\n<meta name=\"description\" content=\"Ghid complet pentru gestionarea func\u021biei Opportunities \u00een SugarCRM CE. Afla\u021bi cum s\u0103 crea\u021bi, edita\u021bi \u0219i \u0219terge\u021bi oportunit\u0103\u021bi de v\u00e2nz\u0103ri.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.hostx.ro\/kb\/cum-gestionez-functia-opportunities-in-sugarcrm\/\" \/>\n<meta property=\"og:locale\" content=\"ro_RO\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Cum gestionez Opportunities \u00een SugarCRM CE - Centrul de suport HostX\" \/>\n<meta property=\"og:description\" content=\"Ghid complet pentru gestionarea func\u021biei Opportunities \u00een SugarCRM CE. Afla\u021bi cum s\u0103 crea\u021bi, edita\u021bi \u0219i \u0219terge\u021bi oportunit\u0103\u021bi de v\u00e2nz\u0103ri.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.hostx.ro\/kb\/cum-gestionez-functia-opportunities-in-sugarcrm\/\" \/>\n<meta property=\"og:site_name\" content=\"Centrul de suport HostX\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-25T18:44:34+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Timp estimat pentru citire\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.hostx.ro\\\/kb\\\/cum-gestionez-functia-opportunities-in-sugarcrm\\\/\",\"url\":\"https:\\\/\\\/www.hostx.ro\\\/kb\\\/cum-gestionez-functia-opportunities-in-sugarcrm\\\/\",\"name\":\"Cum gestionez Opportunities \u00een SugarCRM CE - Centrul de suport HostX\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.hostx.ro\\\/kb\\\/#website\"},\"datePublished\":\"2026-06-17T07:02:05+00:00\",\"dateModified\":\"2026-07-25T18:44:34+00:00\",\"description\":\"Ghid complet pentru gestionarea func\u021biei Opportunities \u00een SugarCRM CE. Afla\u021bi cum s\u0103 crea\u021bi, edita\u021bi \u0219i \u0219terge\u021bi oportunit\u0103\u021bi de v\u00e2nz\u0103ri.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.hostx.ro\\\/kb\\\/cum-gestionez-functia-opportunities-in-sugarcrm\\\/#breadcrumb\"},\"inLanguage\":\"ro-RO\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.hostx.ro\\\/kb\\\/cum-gestionez-functia-opportunities-in-sugarcrm\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.hostx.ro\\\/kb\\\/cum-gestionez-functia-opportunities-in-sugarcrm\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Prima pagin\u0103\",\"item\":\"https:\\\/\\\/www.hostx.ro\\\/kb\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"InfoCentru\",\"item\":\"https:\\\/\\\/www.hostx.ro\\\/kb\\\/docs\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Cum gestionez functia Opportunities in SugarCRM?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.hostx.ro\\\/kb\\\/#website\",\"url\":\"https:\\\/\\\/www.hostx.ro\\\/kb\\\/\",\"name\":\"Centrul de suport HostX\",\"description\":\"tutoriale gazduire web, domenii web \u0219i servere\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.hostx.ro\\\/kb\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"ro-RO\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Cum gestionez Opportunities \u00een SugarCRM CE - Centrul de suport HostX","description":"Ghid complet pentru gestionarea func\u021biei Opportunities \u00een SugarCRM CE. Afla\u021bi cum s\u0103 crea\u021bi, edita\u021bi \u0219i \u0219terge\u021bi oportunit\u0103\u021bi de v\u00e2nz\u0103ri.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.hostx.ro\/kb\/cum-gestionez-functia-opportunities-in-sugarcrm\/","og_locale":"ro_RO","og_type":"article","og_title":"Cum gestionez Opportunities \u00een SugarCRM CE - Centrul de suport HostX","og_description":"Ghid complet pentru gestionarea func\u021biei Opportunities \u00een SugarCRM CE. Afla\u021bi cum s\u0103 crea\u021bi, edita\u021bi \u0219i \u0219terge\u021bi oportunit\u0103\u021bi de v\u00e2nz\u0103ri.","og_url":"https:\/\/www.hostx.ro\/kb\/cum-gestionez-functia-opportunities-in-sugarcrm\/","og_site_name":"Centrul de suport HostX","article_modified_time":"2026-07-25T18:44:34+00:00","twitter_card":"summary_large_image","twitter_misc":{"Timp estimat pentru citire":"2 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.hostx.ro\/kb\/cum-gestionez-functia-opportunities-in-sugarcrm\/","url":"https:\/\/www.hostx.ro\/kb\/cum-gestionez-functia-opportunities-in-sugarcrm\/","name":"Cum gestionez Opportunities \u00een SugarCRM CE - Centrul de suport HostX","isPartOf":{"@id":"https:\/\/www.hostx.ro\/kb\/#website"},"datePublished":"2026-06-17T07:02:05+00:00","dateModified":"2026-07-25T18:44:34+00:00","description":"Ghid complet pentru gestionarea func\u021biei Opportunities \u00een SugarCRM CE. Afla\u021bi cum s\u0103 crea\u021bi, edita\u021bi \u0219i \u0219terge\u021bi oportunit\u0103\u021bi de v\u00e2nz\u0103ri.","breadcrumb":{"@id":"https:\/\/www.hostx.ro\/kb\/cum-gestionez-functia-opportunities-in-sugarcrm\/#breadcrumb"},"inLanguage":"ro-RO","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.hostx.ro\/kb\/cum-gestionez-functia-opportunities-in-sugarcrm\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.hostx.ro\/kb\/cum-gestionez-functia-opportunities-in-sugarcrm\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Prima pagin\u0103","item":"https:\/\/www.hostx.ro\/kb\/"},{"@type":"ListItem","position":2,"name":"InfoCentru","item":"https:\/\/www.hostx.ro\/kb\/docs\/"},{"@type":"ListItem","position":3,"name":"Cum gestionez functia Opportunities in SugarCRM?"}]},{"@type":"WebSite","@id":"https:\/\/www.hostx.ro\/kb\/#website","url":"https:\/\/www.hostx.ro\/kb\/","name":"Centrul de suport HostX","description":"tutoriale gazduire web, domenii web \u0219i servere","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.hostx.ro\/kb\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"ro-RO"}]}},"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/www.hostx.ro\/kb\/wp-json\/wp\/v2\/docs\/1842","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.hostx.ro\/kb\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www.hostx.ro\/kb\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/www.hostx.ro\/kb\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.hostx.ro\/kb\/wp-json\/wp\/v2\/comments?post=1842"}],"version-history":[{"count":2,"href":"https:\/\/www.hostx.ro\/kb\/wp-json\/wp\/v2\/docs\/1842\/revisions"}],"predecessor-version":[{"id":5500,"href":"https:\/\/www.hostx.ro\/kb\/wp-json\/wp\/v2\/docs\/1842\/revisions\/5500"}],"wp:attachment":[{"href":"https:\/\/www.hostx.ro\/kb\/wp-json\/wp\/v2\/media?parent=1842"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www.hostx.ro\/kb\/wp-json\/wp\/v2\/doc_category?post=1842"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www.hostx.ro\/kb\/wp-json\/wp\/v2\/doc_tag?post=1842"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}