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:

  • Select the right opportunity type
  • Enter general opportunity information, such as opportunity name, GBU, BU, probability rate, stage,...
  • Define the visibility of your opportunity
  • Add a product and specify product information such as the end-use and the target unit price, contribution margin, etc.
  • Enter the business potential for the next 5 year

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

 

Need help?