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titleWho should I involve in the opportunity team?

Any internal stakeholder that takes active role in the process. Don’t forget to include also your CSR, specially if you close successfully the opportunity!

 

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titleHow can I create report on Opportunity with end use ?

The End Use is associated to the product, not directly to the opportunity. Products are associated to opportunities.

So, to create a report showing opportunities and end uses, you need to use a report type combining the 3 objects such as "Opportunities with Products".

  1. In the Reports tab, select "New report"
  2. Select "opportunities with products"
  3. Select the correct field "End Use" to display => the correct one is displayed in "Custom opportunity Product Information" section
  4. Drag and drop the fields you want to display, set up your filters

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titleShould I create one opportunity per product for the same customer ?

You can create one opportunity for multiple products if you believe that the process will follow the same way and speed. Otherwise, it is advised to clone the opportunity and change the product.

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titleWhat should I do if I created an opportunity with a wrong record type (e.g. Product qualified instead of Product requiring qualification)

You can clone the Opportunity with the correct record type and close the "wrong one". You can then ask GBU Data steward to delete the opportunity closed.

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titleHow should I change my opportunity currency ?

The currency is defined in the opportunity, not in the opportunity product.

It can be edited only if the opportunity doesn't have any opportunity product. So you need to delete all the opportunity products, or directly delete the opportunity.