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.