Opportunities (End User)

This chapter describes how users use opportunities. It includes the following topics:

• About Opportunities

• Scenarios for Managing Opportunities

• About Opportunities Lead Assignment

• About Lead Response

• About Lead Qualification, Sales Methods, and Stages

• Process of Managing Opportunities

• Creating an Opportunity

• Changing the Primary Sales Team Member

• Monitoring Significant Opportunity Transactions

• Assessing an Opportunity

• Viewing Decision Issues for an Opportunity

• Associating a Contact with an Opportunity

• Managing Activities Associated with an Opportunity

• Associating a Product with an Opportunity

• Creating a Quote from an Opportunity

• Creating an Organization Analysis

• Viewing Opportunity Charts

• Setting Up Lead Sources for Opportunities