Using Opportunity Management

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Use the Opportunity Management to create your opportunity.

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

    Table 1. Opportunity Management tabs
    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.