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Overview


Excerpt

In this section, you will find information about how to manage the process step 'negotiate to win' in Salesforce.com. You will learn how to change the stage, how to updat price and volume, etc.

 

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Concerned profiles:

     ALL opportunity owners

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Step By Step


Negotiate to win 

Image AddedDavid opens the opportunity and updates the status to “4. Negotiate”

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Image AddedWould the price or volume change along the negotiation, David can reflect that by opening the product

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Image AddedHe clicks on Edit and then updates the Target Unit Price

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Image AddedOnce edited, David clicks on Save

 

Tip
David might have to repeat this operation multiple times, and needs the history of the evolution.

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Image AddedTo have this history, David scrolls down on the Product Page and identifies the related list Negotiation History.

-> At any Target Unit price or Expected Yearly Volume, a new line will be created. Very easy!

Note

This functionality is so convenient for David!

By updating price and volume, both Opportunity Value and Negotiation History are updated.

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