The Opportunity Administrator performs module set up tasks:
■ Planning the implementation
This critical step can be completed with stakeholders throughout your organization. Thorough planning will result in a shorter startup time and a more effective tool for users.
■ Installing Process Manager
The administrator creates the “building blocks”, including action plans, group roles, queries, and reports, for users to apply and modify.
■ Tailoring Process Manager
The administrator adds or modifies attributes to meet the unique requirements of your organization.