Guidelines for Setting Up Opportunity Assessments
When setting up and maintaining opportunity assessment templates, consider the implementation points described in this topic.
You can find a procedure describing how to set up assessment templates in the How to Create Assessment Templates topic.
Setup Task for Opportunity Assessments
In the Setup and Maintenance work area, the setup task for implementing opportunity assessments is Manage Opportunity Assessment Templates.
Assessments Added to Sales Stages
Assessments are available to sales users only after you create an assessment template and then add the assessment template to a sales stage within an opportunity sales method.
Mandatory and Recommended Assessments
When adding an assessment to a sales stage, you can mark the assessment as mandatory to be completed for the sales stage. In this case, the user must complete the assessment before moving the opportunity to the next sales stage. If you mark a template as recommended for a sales stage, the user isn't required to complete the assessment before moving to the next sales stage.
Opportunity Access Levels for Assessments
The actions that you can perform with opportunity assessments depend on your access levels on an opportunity. This table shows the access levels and actions.
|
Access Level |
Allowable Actions |
|---|---|
|
View Only |
|
|
Edit or Full |
|
Allowing Users to Delete Assessments
You may want to enable the Delete Assessment button in the Assessments page so that sales representatives can remove an assessment and start over or remove an assessment that's no longer required.
You use Page Composer to add the Delete Assessment button. See the Configuring Applications Using Application Composer guide for procedures.
Enable Multiple Assessments Per Template
To enable sales representatives to perform multiple assessments per assessment template, you must set the profile option, Enable Multiple Assessments Per Assessment Template, to Yes.