Presentation


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


 



Definitions & Objectives

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

 

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