Make sure the Account Manager includes you in the Account team of the specific account. If you have to work on a development pool opportunity, the opportunity owner must include you in the Sales Team in the opportunity. |
There are 3 Types of opportunity:
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Input something that make sense for you and your business. SFDC will automatically give another name to your opportunity following a naming convention (Account_GBU_End-use_Creation date). It will be managed in a separate field. |
You need to change manually the status field of the opportunity and the process on top of page will change accordingly. |
Quotes can be made at any stage of the opportunity process and must be updated at the Opportunity Product tab. |
Yes, it is possible to do it at any stage of the opportunity process |
You cannot change manually this field directly from Opportunity. It is a formula field based on opportunity products data. Expected Yearly Revenues = SUM (Target Unit Price * Expected Yearly Volume) for all opportunity products of the opportunity. i.e. If you change the Expected Yearly Volume in an Opportunity product, the Product total amount is updated. And Expected Yearly Revenues is also updated. |
Yes, but make sure to, nevertheless, insert all information needed at the stage where you are starting the opportunity process |
Yes, it is possible to do so to adjust win probability to the reality. |
When selecting a product, you need to chose the option 'Product to be developed' or 'product not known yet' |
Please contact your Data stewart. |
You can do so at the level of the Opportunity Product, thus restricting the visibility on the key information of your opportunity (Margin and Price). The different options are the following: |
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! |
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".
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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. |
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. |
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. |