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.
|