Using Opportunity Management

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Use the Opportunity Management application to create your opportunity.

    The Opportunity Management interface has tabs that help you create and manage your opportunities.

    Table 1. Opportunity Management tabs
    Opportunity Management tab Description
    Details Add details of the opportunity such as account, sales cycle, and stage information.
    Catalog Use the product catalog to add line items to the opportunity.
    Needs Add more accurate information about your customer's business requirements to the opportunity.
    Line Items Add opportunity line items.
    Competitors Add competitors information to your opportunity.
    Tasks Create opportunity tasks.
    Team Create opportunity team members.
    Contacts Create opportunity associated contacts.
    Emails Create emails to send to the required stakeholders.
    Quotes Create quotes directly from the Opportunity.
    Related Channel Partners Add authorized service organizations or partner entities (for example, referral or influencer partners) linked to a customer opportunity.
    Related channel partners can be:
    • Authorized organization: Full permissions to access, view, edit, or modify opportunity details
    • Listed organization: Only for tracking purpose. No permissions to view, access, edit, or delete opportunity details