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Sales > Managing Sales > Process of Managing Opportunities

Process of Managing Opportunities

To manage opportunities, perform the following tasks:

1. Review opportunity fields and related information, see Opportunity Fields.
2. Create a new opportunity record, see Creating Records.
3. Add product revenue records to the opportunity, see Linking Products to Opportunities.
4. Define the key contacts and contact roles, see Contacts and Adding Roles.
5. Track activities and notes that are related to opportunities, see Activity Fields and Adding Notes.
6. Assign opportunity ownership and visibility, see Access Profile Management and Sharing Records (Teams).
7. Update the opportunity sales stage, see About Opportunities and Forecasts.
8. Link partners and competitors related to the opportunity, see Tracking Partners and Competitors of Opportunities.
9. Assess and forecast the opportunity, see About Opportunities and Forecasts.