Document number: 11268

 

To create a new opportunity:

1. Navigate to Sales and select Opportunites, then Opportunity Details.
   
   
2. Click on the Add a New Value tab.
   
   
3. Complete all of the following header fields:
   
   · Enter the Opportunity name.
   
   · Select the Company using the Company Lookup Icon to the right of the field.
   
   Note: If you find that the Company does not already exist, click the Cancel button to exit the Lookup page. This activates the Add button to the right of the Company field on the General Info tab. Click the Add button, enter the appropriate information in the required fields, and click OK button to add the new company.
   
   · Select the appropriate Status.
   
   · Select the Opportunity Type.
   
   · Select the Forecast Type.
   
   · Enter Est. Close Date.
   
   · Select the appropriate GISS Sales Stage and Sales Task.
   
   · Select the appropriate Confidence %.
   
   
4. In the Products tab, enter the relevant Product Group, Product, and Quantity, and select the appropriate Revenue Type. (Business Required)
   
   
5. Populate the Sales Team tab. Click the button beside an existing Sales User to add a new one. For joint deals add client executives, etc. Sales team members do not have access to the opportunity unless they are on the sales team. (Business Required)
   
   
6. Save the Opportunity.
   
   
7. Complete the Profile tab for the Opportunity and enter as much information as you have into the remaining tabs and fields.

Hints

· Click on the Transfer To Company icon to the right of the Company field link if you want to update company information.

· Click on the Transfer To Sales Process icon to the right of the Sales Process field link to view GISS stages and tasks.

 

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: amq 11/01/2002
Reviewed: 09/22/2004