Using Opportunity Management
Use the Opportunity Management to create your opportunity.
The Opportunity Management window has tabs that help you create and manage your opportunities.
| Opportunity Management Tabs | Description and Link |
|---|---|
| Details tab | The details of the opportunity like account, sales cycle and stage information. |
| Catalog tab | The product catalog to add line items to the opportunity. |
| Needs tab | Add more accurate information about your customer's business requirements to the opportunity. |
| Line Items tab | Add opportunity line items to a quote. |
| Competitors tab | Add competitors information to your opportunity. |
| Tasks tab | Create opportunity tasks. |
| Emails tab | Create emails to send to the required stakeholders. |
| Quotes tab | Create quotes directly from the Opportunity tab. |