Step By Step
Define the power map | |
|---|---|
 David opens his new opportunity for which he wants to add John and Michael as contact |  |
 He hovers the Involved Contacts related list… Look! John is already linked! That’s because David created his opportunity from John’s contact page. Well done David! | |
 Now he clicks on New to add Michael to the opportunity. |  |
 David can now identify the key contacts that will influence the win of the opportunity | |
 For each contact, a “Role” defines the way the contact is involved on the deal |  |
 David can now consults the contacts involved in the opportunity |  |
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 Accounts in the Involved Accounts
- 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
Need help?
Unable to render {include} The included page could not be found.
The best way to get IT support is to use the new
Service One Platform.