Step By Step
Opportunity Stages & Process Mapping | |
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The “Qualify” stage gathers the following business activities |
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Fill in the Opportunity Team | |
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 David opens his new opportunity for which he wants to add Pedro in the team |
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 He hoovers the Opportunity Team and discovers he’s already in the team! He now clicks on Add in order to add Pedro in the team |
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 David must now click on the look-up to open the search windows |
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 Once the window open, he searches for Pedro and clicks on Pedro’s name |
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 Before saving, David defines Pedro’s role and Pedro’s opportunity access. When he’s finished, he clicks on Save.
Read / Write: gives the permission to the team members to edit the opportunity Read Only: gives |
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 Roles are the following:  | |
 It’s done! David has added Pedro in the team. | |
 Pedro can now make the opportunity evolve and update some data |
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Related articles
- Definition, Objectives and Types of Opportunities
- Create a New Opportunity
- Clone an Existing Opportunity
- Follow the Opportunity Stages – Add Contacts in the Involved Contacts
- Follow the Opportunity Stages – Add Accounts in the Involved Accounts
- 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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