Using Opportunity Management

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

    The Opportunity Management interface has tabs for creating and managing your opportunities.

    Table 1. Opportunity Management tabs
    Opportunity Management tabs Description
    Details tab Add and review details of the opportunity such as account, sales cycle, and stage information.
    Catalog tab Use 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 and review opportunity line items to an opportunity.
    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.