Step By Step

Opportunity Stages & Process Mapping
The “Qualify” stage gathers the following business activities

Fill in the Opportunity Team

David opens his new opportunity for which he wants to add Pedro in the team

He hoovers the Opportunity Team and discovers he’s already in the team! He now clicks on Add in order to add Pedro in the team

David must now click on the look-up to open the search windows

Once the window open, he searches for Pedro and clicks on Pedro’s name

Before saving, David defines Pedro’s role and Pedro’s opportunity access. When he’s finished, he clicks on Save.

Read / Write: gives the permission to the team members to edit the opportunity

Read Only: gives
visibility permission only

Roles are the following:

It’s done! David has added Pedro in the team.

Pedro can now make the opportunity evolve and update some data