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Creating a Sales Opportunity

This topic discusses how to create a sales opportunity.

Warning! If you use a Sybase database and the user role has data distribution rules with 16 or more subqueries, you may receive an error message when you access a lead or opportunity. If an error occurs, reduce the number of data distribution rules for the user role, or reduce the complexity of the data distribution rules.

You can set up data distribution rules in Enterprise Components.

See Enterprise Components product documentation.

Page Name

Definition Name

Usage

Opportunity - Discover Page

RSF_OPP_DETAIL

Identify details about a sales opportunity, including the name, status, and rating, and the customer's name, address, and contact people.

Use the Opportunity - Discover page (RSF_OPP_DETAIL) to identify details about a sales opportunity, including the name, status, and rating, and the customer's name, address, and contact people.

Navigation

  • select Sales, then select Add Opportunity, then select Opportunity - Discover

  • select Sales, then select Search Opportunities, then select Opportunity - Discover

Image: Opportunity - Discover page (1 of 2)

This example illustrates the fields and controls on the Opportunity - Discover page (1 of 2).

Opportunity - Discover page (1 of 2)

Image: Opportunity - Discover page (2 of 2)

This example illustrates the fields and controls on the Opportunity - Discover page (2 of 2).

Opportunity - Discover page (2 of 2)

This page is similar in appearance and usage to the Lead - Discover page with the following exceptions:

  • The Opportunity Details page region includes a forecast summary.

  • You cannot accept, reject, or turn back an opportunity.

Note that, as with a lead, if the customer for an opportunity is a prospect, the name of the customer is editable on the Opportunity - Discover page. Otherwise, the customer name is displayed as a link that you can click to view more information about the customer.

Higher Education Enhancements

Updates for Higher Education leads apply to Higher Education opportunities as well. They are:

  • Hiding of the Contacts section.

  • Introduction of the Academic Information section.

  • Renaming of sales rep to recruiter.

Sales Process

Field or Control

Definition
Model

Select the overall sales process to use for this opportunity; for example, the proprietary Knowledge-Enabled Sales process.

Set up sales processes on the Sales Process page.

See Setting Up a Sales Process.
Stage

Select the current stage of the sales process for this opportunity. The system populates this drop-down list box with values that are based on the specified sales process.

Set up sales stages on the Sales Process page.

See Setting Up a Sales Process.
Task

Select the current task to perform for this opportunity. The system populates the drop-down list box with values that are based on the specified sales process and sales stage.

Set up sales tasks on the Sales Process page.

See Setting Up a Sales Process.
%Close (percentage close)

The system calculates this value after you enter the sales task and save the opportunity. The calculation is based on the %Close method that is associated with the specified sales process.

See Opportunity - Discover Page.