Updating Sales Drivers on Opportunities

Access the Opportunity - Manage {Customer Name} Opportunity form. Select the Opportunity tab. Click the Sale Driver link.

To update an existing sales driver on an opportunity:

1. Click the Find button.

   The system displays a list of the sales drivers that are associated with the sales methodology that was selected when the opportunity was created. If no sales drivers appear, no sales drivers were created for the associated sales methodology.

2. Select a sales driver and then click the Select button.

3. If necessary, click the link in the Short Description field to update information associated with the sales driver.

4. When you have added all of the relevant sales drivers to the opportunity, click the Close button.