Classifying a Sales Opportunity
The Classification window within the Opportunity tab lets you classify an opportunity according to categories defined by your implementation team. The values you enter here can be used to assign this opportunity to the appropriate sales team. If your company has a lead generation organization that forwards leads to you, then this window is likely to include information that they entered when the lead was created.
2. Use the Type, Primary, and Secondary fields to classify the opportunity.
Attention: Your implementation team determines the permissible values for these fields. You can classify by SIC codes, types of industry, or other significant categories.
3. Enter your descriptive notes in the Description field (optional).
4. Choose Save on the toolbar to add the classified sales opportunity information to the database.
To assign classifications to a sales opportunity: