Mapping action plans
Mapping out the action plans for your organization before you implement the Opportunity Management module helps you build action plans quickly and correctly.
- Interview stakeholders to determine what processes your organization uses and what are considered "best practices."
- For each action plan, map out the stages (high-level view) of the process. Specify the win probability for each stage and the change in opportunity status when each stage is complete.
- Plan the detailed tasks within each stage. Assign relative start dates and the duration of each task.
- Determine if notes should be attached to tasks. Be aware that notes are not included in the task list and must be accessed separately.