Managing and Maintaining Opportunities

This section provides an overview of opportunity maintenance and discusses how to:

• Qualify opportunities.

• Add products to opportunities.

• Updating sales drivers on opportunities.

• Add new sales drivers to opportunities.

• Add influencers to opportunities.

• Add costs to opportunities.

• Add competitors to opportunities.

• Add new activities to opportunities.

• Attach action plans to opportunities.

• Assign sales team members to opportunities.

• Update sales team information.