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Planning the Implementation

The success of your Opportunity Management installation lies in the planning. By planning carefully, you can make sure iMIS Opportunity Management helps your staff work efficiently and effectively. The planning step is the most important part of the implementation, resulting in:

In This Section

The planning process

Identifying Opportunity Types

Attaching document templates to an opportunity type

Determining roles and responsibilities

Building action plans

See Also

Administering Opportunity Management

Installing Opportunity Management

Tailoring Opportunity Management


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