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.