Presentation

Definition of an Opportunity: an Opportunity is any potential business able to generate sales revenues with existing customers or prospects.
There are 2 types of Opportunities:

Types of Opportunities
2 processes are available in the CRM to manage an Opportunity. Each Process has specific stages:

Process Overview

What you can do inside Opportunities: (Classic Step By Step Version)

Create a New Opportunity Clone an Existing Opportunity Define the Opportunity Team Add Contacts in the Related Contacts Add Accounts in the Related Accounts Close the Opportunity

I.Definition of an Opportunity: an Opportunity is any potential business able to generate sales revenues with existing customers or prospects.

II.There are two types of Opportunities:

i.Growth - Product Qualified – to be used whenever...

ii.Growth - Product Requiring Qualification – to be used whenever product testing...

III.Cross-BU Lead: an opportunity to share with another GBU/BU....

Process Overview