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Associating Decision Issues with an Opportunity (End User)

After you qualify an opportunity, you can associate the related decision issues with the opportunity and rank the decision issues in order of importance to the prospect.

To associate a decision issue with an opportunity

  1. Navigate to the Opportunities screen, then the Opportunities List view.
  2. Drill down on the Opportunity Name field of an opportunity record associated with the decision issue.
  3. Click the Decision Issues view tab.
  4. In the Decision Issues list, create a new record, and complete the necessary fields.

NOTE:  Your application administrator enters decision issue data that has been defined in your company. For more information, see your application administrator.

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