Managing Opportunities

As an opportunity moves through its applicable stages, an account manager can update any of the information on the Opportunities record and populate any new fields (such as adding new contacts, adding competitor information, or tracking reference checks). These tasks are covered in following sub-topics:

• Creating Opportunities Records
• Creating Opportunity Contacts
• Specifying Line Items for Opportunities
• Tracking Opportunity Partners
• Tracking References for Opportunities
• Tracking Competitors
• Tracking Opportunity Roles
• Recording Opportunity Status Reports
• Reviewing an Opportunity Status Report
• Reviewing Opportunity History
• Closing Opportunities