Applications Administration Guide > Opportunities (End User) >

Opportunities Processes and Procedures

When you are working with opportunities, you perform the following key tasks:

• Create an opportunity. For more information, see Creating an Opportunity.
• Change the primary team member. For more information, see Changing the Primary Sales Team Member.
• Monitor transactions. For more information, see Monitoring Significant Opportunity Transactions.
• Assess opportunities. For more information, see Assessing an Opportunity.
• Manage decisions. For more information, see Viewing Decision Issues for an Opportunity.
• Add contacts. For more information, see Associating a Contact with an Opportunity.
• Add activities. For more information, see Activities Associated with an Opportunity.
• Associate products. For more information, see Associating a Product with an Opportunity.
• Create quotes. For more information, see Creating a Quote from an Opportunity.
• Performing an organization analysis. For more information, see Creating an Organization Analysis.
• Adding attachments, and notes. For more information, see Adding Attachments and Notes to Opportunities.
• Generate and viewing charts and reports. For more information, see Opportunity Charts and Generating Opportunity Reports.