Forms Used to Maintain Opportunities
Form Name |
FormID |
Navigation |
Usage |
---|---|---|---|
Search for Opportunities |
W90CB020D |
Daily Sales Force Automation Processing (G90CA01), Opportunity |
Select existing opportunities, or access forms to add new opportunities. |
Opportunity - Manage {Customer Name} Opportunity |
W90CB020A |
Select a record on the Search for Opportunities form. |
Manage and maintain opportunities. |
Add Sale Driver |
W90CB027D |
Select the Opportunity tab on the Opportunity - Manage {Customer Name} Opportunity form. Click the Sale Driver link and then click Add. |
Add new sales drivers to an opportunity |
Add Influencer |
W90CB030A |
Select the Opportunity tab on the Opportunity - Manage {Customer Name} Opportunity form. Click the Influencer link and then click Add. |
Add an influencer to an opportunity. |
Add Opportunity Cost |
W90CB029A |
Select the Opportunity tab on the Opportunity - Manage {Customer Name} Opportunity form. Click the Cost link and then click Add. |
Add costs to an opportunity. |
Competitor Link List |
W90CA06CF |
Select the Opportunity tab on Opportunity - Manage {Customer Name} Opportunity form. Click the Competitor link and then click Assign Competitor. |
Add a Competitor to an opportunity. |
Add Activity |
W01301B |
Select the Activities tab on the Opportunity - Manage {Customer Name} Opportunity form. Click the Activities link and then click Add Activity. |
Add new activities to an opportunity. |
Action Plan Search & Select |
W01401A |
Select the Activities tab on the Opportunity - Manage {Customer Name} Opportunity form. Click the Activities link and then click Link Action Plan. |
Link an action plan to an opportunity. |
Edit Sales Team |
W90CB026B |
Select the Sales tab on the Opportunity - Manage {Customer Name} Opportunity form. Click the Sales Team link and select a member of the team. |
Update sales team information. |
Assign Sales Team |
W90CA041A |
Select the Sales tab on the Opportunity - Manage {Customer Name} Opportunity form. Click the Sales Team link and then click Assign Sales Team. |
Add sales people to the sales team. |