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:
|
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 |
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! |