The Opportunities screen allows you to manage and track information associated with a potential revenue-generating event. Using the Opportunities screen, you can gather customer requirements, review information about the customer, assemble a sales team, review and update information about competitors, track activities, track private notes and team notes, create quotes, and automatically generate presentations and proposals.

This chapter includes the following topics:

• About Opportunity Workflows
• Setting Up Opportunity Notification Workflows
• Setting Up the Communications Profile
• Activating the Opportunity Notification Workflow Processes and Policies
• Rerouting an Opportunity
• Modifying Opportunity Workflows
• Setting Up the Get Manager Email
• Opportunity Audit Trail
• Setting Up Lead Sources for Opportunities