Tips for planning Opportunity Types
- Structure Opportunity Types to optimize the time it takes to set up data entry and reporting for an opportunity. You might create an Opportunity Type based on geography or type of prospect, for example.
- Create a new Opportunity Type when you need a new strategy to develop a new prospect group or when data entry and reporting needs are very different for different areas or prospects.
10.6 Production Release. Updated 11/22/2005 1:40:11 PM
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