Step By Step
Negotiate to win | |
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 David opens the opportunity and updates the status to “4. Negotiate” |
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 Would the price or volume change along the negotiation, David can reflect that by opening the product |
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 He clicks on Edit and then updates the Target Unit Price |
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 Once edited, David clicks on Save
David might have to repeat this operation multiple times, and needs the history of the evolution. |
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 To have this history, David scrolls down on the Product Page and identifies the related list Negotiation History.-> At any Target Unit price or Expected Yearly Volume, a new line will be created. Very easy! This functionality is so convenient for David! By updating price and volume, both Opportunity Value and Negotiation History are updated. | |
Related articles
- Definition, Objectives and Types of Opportunities
- Create a New Opportunity
- Clone an Existing Opportunity
- Define the Opportunity Team
- Add Contacts in the Involved Contacts
- Add Accounts in the Involved Accounts
- 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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