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Tracking Opportunities
View topic for Tracking Opportunities
Topics
Overview of Tracking Opportunities
Displaying an Opportunity in the eBusiness Center
Creating an Opportunity from a Lead
Creating an Opportunity Without a Lead in the eBusiness Center
Lead to Opportunity or Opportunity to Lead Linking Window
Linking an Opportunity to Leads
Displaying an Opportunity in the Opportunity Center
Creating an Opportunity in the Opportunity Center
Entering Purchase Interests
Entering Opportunity Contacts
Changing the Owner of an Opportunity
Changing a Customer for an Opportunity
Classifying an Opportunity
Tracking Obstacles to an Opportunity
Tracking Competition for an Opportunity
Selecting Individuals and Sales Groups for the Opportunity Sales Team
Viewing Partner Selection Criteria and Routing History for an Opportunity
Routing an Opportunity to a Partner
Viewing Leads Associated with an Opportunity
Freezing an Opportunity
Splitting Up an Opportunity If Only Some Items Can Close
Deleting Purchase Items from an Opportunity
Copying an Opportunity
Updating Opportunities
Performing a Mass Update of Opportunities
Updating Your Pipeline
Working With Opportunities in the Universal Work Queue
Splitting Up a Purchase Line for Inclusion in Multiple Forecasts
Managing Opportunity Forecast Amounts
Using Personal Opportunities Lists
Entering Sales Credit for Purchases in an Opportunity
Viewing Sales Credit Totals for an Opportunity
Closing an Opportunity So You Can Receive Sales Credit
Viewing the History of an Opportunity