Reviewing Opportunities

You can review the opportunities associated with your accounts, and new opportunities if required.

This task is a step in Process of Analyzing the A Accounts and Process of Analyzing B, C, and D Accounts.

To review opportunities for selected units

1. Navigate to the Accounts screen, then the Portfolio Management Process view.

2. Drill down on the Portfolio Name field of the portfolio plan record.

3. Navigate to the appropriate account planning view, then the Opportunities view.

   The current opportunities for the selected units appear.

4. To add an opportunity, create a new record, and complete the necessary fields.

   For information about the fields, see Opportunities (End User).