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   To find an opportunity:

1. Select the Opportunity tab.

The Find Opportunity window appears as an overlay on the Opportunity Summary window.

2. Enter the name of the prospective account, sales team, or expected purchase category.

Attention: Whether or not you can view opportunity information for another employee depends on the access privilege you are granted (Full Access or Territory Access).

The following terms are used in this window:

Account Region:

Company Name: The name of the company.

Number: This is either a manually entered, or system-generated number, depending on how your system administrator has set up your system.

Account Code: Defines an existing account.

City: If a company has several sites, enter a city to narrow the search.

Sales Team Region:

Employee: The member of the sales team for whom you would like to find sales opportunities.

Partner: A company acting on behalf of your enterprise that helps close business for you by selling your products.

Expected Purchase Region:

Sales Stage: A defined step in the sales cycle. Your company's implementation team defines permissible values based on the sales methodology employed by your sales organization.

Win Probability: The likelihood that the opportunity will close as a win by the expected close date. Your implementation team determines permissible values and links the values with an automatic change to the opportunity status. Therefore, when you change the win probability, Oracle sales and Marketing might also change the opportunity status, depending on the rules set up by your implementation team. If you enter a value here, it defaults as the win probability for all expected purchases below. You can override it for a specific expected purchase.

Status: Possible values are Forecast, Upside, Preliminary, Partner, Won, Lost, No Opportunity, or Expired.

Name: The period of time in which an opportunity is occurring. This value is chosen from a list of values and when chosen, fills in both the start and end of the period.

Effective: A date range to search within.

Type: You can search on an interest type.

Primary: You can search on a primary interest code.

Secondary: You can search on a secondary interest code.

The Opportunity Number field identifies the number of an opportunity.

3. Choose Find.

The Opportunity window appears and displays the items matching your search criteria.

   To rerun a search when no opportunities are found:

1. Choose the Clear button in the Find Opportunity window to clear your previous search criteria.

2. Enter less restrictive search criteria.

For example, if you were previously searching for a company name and account code, search for just the company name.

3. Choose Find to run your query.

If the opportunity is not in the system, you can enter a new opportunity. See: Entering or Updating a Sales Opportunity.

Attention: You might not be able to locate an opportunity because you do not have access to it. Your territory administrator determines what opportunities you can access. To see all the opportunities you have access to, enter your name in the Employee field of the Sales Team window. Make sure all other fields, except Sales Group, are empty. Choose Find. All opportunities you have access to display in the Opportunity window.

   To view details about a particular opportunity:

• Choose the drill down button next to the selected opportunity.