Associate a buying group with an opportunity to connect the opportunity to the set of decision‑makers, influencers, and evaluators involved in the purchase.
Antes de Iniciar
Role required: Opportunity Writer
Procedimento
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Navigate to .
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Select the Buying Group record where you want to associate an opportunity.
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Go to Opportunity - Buying Groups tab.
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Select New to create a new opportunity - buying groups association.
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On the form, fill in the fields:
Tabela 1. Opportunity - Buying Groups form
| Fields |
Description |
| Buying Group |
Buying Group being associated with the Opportunity. The selected Buying Group represents the set of stakeholders involved in the purchase decision for a specific product family and account. |
| Opportunity |
Opportunity to which the Buying Group is associated. This field links the Buying Group to a specific sales opportunity and provides the context for the buying decision. |
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Select Save.
The opportunity associates to the buying group.