Step By Step
•David can also create a new opportunity from an existing one by clicking on the button “Clone”
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 David can then update the data of the opportunity and clicks on Save |
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 It’s done! David could simply duplicate the existing opportunity with the products associated.The status is updated to Qualify . That’s an easy way to start! |
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Related articles
- Definition, Objectives and Types of Opportunities
- Create a New Opportunity
- Define the Opportunity Team
- Follow the Opportunity Stages – Add Contacts in the Involved Contacts
- Follow the Opportunity Stages – Add Accounts in the Involved Accounts
- Opportunity Stages & Process Mapping
- Negociate to win
- Close the Opportunity
- Competitive insights - Create a Competitive Insight
- Cross BU Leads – Create a Cross BU Lead
- Introduction to Quote Process Management
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