Applications Administration Guide > Opportunities (End User) >

About Opportunities

An opportunity is defined as a potential revenue-generating event. Opportunity-related information is recorded and tracked in the views associated with the Opportunities screen. This chapter describes how sales professionals can use the Opportunities screen to perform the following tasks:

  • Receive and respond to new leads that are assigned to you
  • Create new opportunities and enter related information such as accounts, contacts, activities, and products
  • View, qualify, and update opportunities assigned to you and your sales team (if you are a manager)
  • Track the status of an opportunity through the sales cycle from creation to closure
  • Share information about the opportunity with sales team members
  • Generate quotes, presentations, and other types of information needed to close the deal
Applications Administration Guide