Overview
In this section, you will find information about the process to add another account to the Involved Accounts list. This allows identifying “accounts” that could influence the deal, or should be considered for their influence.
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Concerned profiles:
ALL account owners
Table of content
Step By Step
Define the power map | |
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•David can also identify “accounts” that could influence his deal, or should be considered for their influence. As an example, let’s link ABB AG to this opportunity.. |
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 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. |
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 Once found, he clicks on the name and finally clicks on Save |
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 Done! David has successfully added ABB AG to the opportunity. He then clicks on the Opportunity name field to get back to his opportunity record |
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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 Contacts in the Involved Contacts
- 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