Overview
In this section, you will find information about how to create a new opportunity (product qualified, product requiring qualification, recurrent business). In particular, how to: Best practice is to create an opportunity from the customer contact. This allows to automatically link the contact and account to the opportunity (information already prefilled).
Concerned profiles:
Sales - Customer Service - All except Strategic Marketing and Supply Chain & Quality
Table of content
Step By Step
Related articles
- Definitions, Types of Opportunities & Process
- Clone an Existing Opportunity
- Follow the Opportunity Stages – Add an Account Manager in 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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