How to Create a Product Opportunity
There are two ways to create a Product Opportunity:
- Create an independent Product Opportunity. This creates a Product Opportunity that is not related to a Parent Opportunity. This can be done from the Opportunity Workspace, or the Opportunities tab of someone’s record.
- Create a Product Opportunity from an existing Parent Opportunity. This maintains the relationship between the original Parent and all the Product Opportunities that come from it.
Create an Independent Product Opportunity
Go to the Opportunity Workspace or the Opportunity tab of someone’s record.
OR
Click the Add button. Select Product Opportunity. Select an opportunity template to use.
Detail Tab
- Description – The name of the opportunity. This should include enough detail to tell it apart from other opportunities in a list.
- For – The Household or Contact this opportunity is for.
- Owner – The User in charge of managing this opportunity. The opportunity workspace has a default filter to show you all opportunities you own. This is the field that determines that.
- Campaign – Use this field to connect this opportunity to a campaign, if it came from one.
- Stage – The progress of the opportunity towards closing.
- Probability – How likely this opportunity is to close. This field is used for long term budgets.
- Expected Amount – How much the opportunity is potentially worth.
- Expected Close – The due date of the opportunity.
- Priority – How important this opportunity is compared to other ones.
- Overview – Enter the full details of the opportunity here.
Products Tab
Click Add to add a Product.
Note:
- This will not work until Products have been set up in the Customize Workspace.
Choose the type of Product, then select the name of the one you want to add.
Team Tab
Add Users or a Coverage Group to the opportunity.
Check all assigned Users to make sure they have been assigned a role.
Use the Edit button to assign a User a role if it is missing one.
Note:
- By default, opportunities have the User creating them assigned in this tab, with no role.
- The opportunity will not be able to be created unless all Users assigned in this tab have roles.
Contacts Tab
Click the Add button to add any additional Contacts or Households in this tab.
Create a Product Opportunity from an existing Parent Opportunity.
Go to the Opportunity Workspace. Click on the description of the opportunity to open it.
Go to the Products Card. Expand the product to see the options. Use the menu button and select Create Product Opportunity.
Select one of the Product Opportunity Templates to use for this opportunity.
This will open the screen to create a new product. With the exceptions noted below, this uses the same processes as creating an independent Product Opportunity.
- It will have the product from the Parent Opportunity in it already.
- It will use the same Coverage Group the Parent Opportunity has.
- The overview from the Parent Opportunity will be copied to the overview of the Product Opportunity.
- The description of the Product Opportunity will default to the description of the product from the Parent Opportunity.
- Any Contacts that were assigned to the Parent Opportunity will also be assigned to the Product Opportunity.
- The activities from the Parent Opportunity will also appear in the activities tab of the Product Opportunity created.
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