Previous Topic

Next Topic

Identifying Opportunity Types

By defining one or more opportunity types, the Opportunity Administrator provides templates for Opportunity Managers to create new opportunities quickly. You can create an Opportunity Type for each action plan, for each type of prospect, for specific reporting requirements, or whatever criteria best meets the needs of your organization.

In This Section

Opportunity Type concepts and terms

Tips for planning Opportunity Types

Opportunity Types example: Non-profit organization

See Also

Planning the Implementation

The planning process

Attaching document templates to an opportunity type

Determining roles and responsibilities

Building action plans


ASI logo 10.6 Production Release. Updated 11/22/2005 1:40:08 PM
© Copyright by Advanced Solutions International, Inc. All rights reserved.