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
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