Function

Path

What you should know

Search for an opportunity

® Search

You can search for an opportunity by using the criteria in the Search tile.
You can view the details of an opportunity by choosing the opportunity in the Description column.

Assign competitors

® Competitors

You can change the details of competitors. You can also enter new competitors for the opportunity.

Assign activities

® Activities

You can display associated activities or create a new activity for the opportunity.
You can create activities and assign them to the sales team members. For more information, see Creating an Activity.

Assign partners to a line item

® Line Item Partners

You can assign partners to each line item of an opportunity. This is performed in the same way as you assign partners for an opportunity.
You can also assign team members and competitors to the line items.

View the line item image

® Line Item Image ® Item Details

You can view the image of the line item. You can also modify details of the line item.

Create milestones

® Milestones

You can create and maintain important milestones (key appointments) for an opportunity. You can also create milestones for each line item assigned to an opportunity. These milestones serve as a reference for the team members of the opportunity.

Create sales documents

® Sales Documents

You can create sales documents in the Sales Document Detail tile.
You can view the sales documents in the All Sales Documents tile.
For more information, see Creating a Sales Document.

Assign orders and quotations for the line items

® Create Sales Document

From the Products tile, choose Create Sales Document.

If the product is valid for the chosen area, the product number, amount, and unit of measure are copied directly to the sales document.
An item is generated in the sales document for every product maintained for an opportunity.
The generated sales document contains the key of the opportunity, so you can track the source of the document.

Attach files to an opportunity

® Attachments

You can attach files such as Microsoft Office files, picture files, audio, and video files.
For more information, see Linking an Attachment.

Create notes for an opportunity

® Notes

For more information, see Creating a Note.

Create notes for a line item

® Line Item Notes

You can create notes for each line item of an opportunity.