Opportunity Classes combine standard data elements and structure to define data collection and reporting requirements. These are the default Opportunity Classes supplied with Process Manager:
|
Opportunity Class |
Data to be Collected |
|
Common to all |
Description, Expiration Date, Status, Created On, Updated On, ID, Current Action Plan Stage, Win Probability |
|
Donor |
Common plus Decision Date, Distribution, Quality, Response Media, Timing Probability, Actual, Potential |
|
Member |
Common plus Decision Date, Quality, Response Media, Subscription, Units, Timing Probability, Actual, Potential |
|
Sales |
Common plus Decision Date, Product, Quality, Response Media, Units, Timing Probability, Actual Sales, Potential Sales |
You can create new Opportunity Classes for the unique requirements of your organization. Each new opportunity class requires a business object and an SQL component:
Components of an Opportunity Class
To create an Opportunity Class
For details on the following procedure, see the Example: Building a Job opportunity class and type.
1. Open Microsoft SQL Server and create a new table, granting appropriate permissions.
2. Open the Business Object Architect.
3. Add the new table to the iMIS .NET framework.
4. Specify the new Opportunity Class properties.
□ Build a relationship between the new class and existing classes.
5. Define lookups for the new business object.
6. Edit the Opportunity Type to display the new opportunity class in the Process Manager Set Up Module.
7. Build and publish the new business object.