Enter General Business Opportunity Information

Explanation

This activity is used to view and enter general information associated with a business opportunity. The information you enter includes the following: a probability percentage, i.e., the likelihood of winning the current opportunity (expressed as a percentage), an opportunity type, i.e. what kind of sales this opportunity concerns, and a stage, i.e. which level the opportunity has reached.

When the opportunity is lost or if a quotation or order has been the entered, the Won or Lost Note field on the Business Opportunity/General tab is updated. If the quotation was lost, the Lost To and Reason ID fields will show to which competitor it was lost to, and the reason why.

Prerequisites

The business opportunity header must have been entered and saved.

System Effects

As a result of this activity, additional information is added to the business opportunity.

Window

Business Opportunity

Related Window Descriptions

Business Opportunity
Business Opportunity/General

Procedure

1. Open the Business Opportunity window and populate or search for the required opportunity.
2. Click the General tab and enter the information you want to add to the opportunity.
3. Save your changes.