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Opportunities Processes and Procedures

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

Lead assignment, response, and qualification. For more information, see Opportunities Lead Assignment, Lead Response, and Lead Qualification, Sales Methods and Stages.
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.

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