Adding New Sales Drivers to Opportunities

Access the Add Sale Driver form.

Origin

Review the value in this field to determine where the sales driver originated. When you add a new sales driver to an opportunity the system enters User Generated in this field. If a default sales driver was populated from the sales methodology, the system enters System Generated in this field.

Category

Enter the type of sales driver that you are creating. Examples of sales drivers include budget concerns, inventory concerns, or revenue generation. Values are stored in UDC 90CB/CA.

Importance

Enter the numeric value that corresponds to the importance of the sales driver. Enter a 1 for the most important sales drivers. Values are stored in UDC 90CB/IM.

User Response

Enter additional information regarding this sales driver. This field is used to store information that the opportunity contact provides to the sales representative.