Step By Step
Define the power map | |
|---|---|
He hoovers the Involved Accounts related list and clicks on New Involved Account to add ABB AG to the opportunity | |
| David clicks on the lookup icon to search for ABB AG. | |
Once found, he clicks on the name and finally clicks on Save | |
Done! David has successfully added ABB AG to the opportunity. He then clicks on the button Back to Opportunity to get back to his opportunity record | |
Related articles
- Definition, Objectives and Types of Opportunities
- Create a New Opportunity
- Clone an Existing Opportunity
- Define the Opportunity Team
- 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
Need help?
Unable to render {include} The included page could not be found.
The best way to get IT support is to use the new
Service One Platform.



