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). |
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