Use this procedure to the opportunity with data collected in sales stage 5. In this phase you negotiate the conditions for the sales order as well as analyze reasons for success or failure. Procedure Test Test Step Name Instruction User Entries: Expected Result Pass / Fail / Step # Field Name: Value Comment 1 Search for In the navigation bar, choose Search Result view is displayed. Opportunity Sales Cycle Search → → Opportunities. Choose Search. 2 Select Search for the opportunity created The Opportunity overview page Opportunity in the preceding step. opens. 3 Change Sales Choose Edit in the assignment Stage: Close The Chance of Success changes Stage block Opportunity Details and add to 100%. the sales stage. 4 Save Choose Save. The system saves the opportunity. 5 Open Sales Choose More Sales Assistant. The Assistant page opens Assistant Depending on the phase of the and suggests certain activities opportunity, the sales assistant that should be considered during suggests certain activities that this phase. should be considered during this phase. Here you will find the recommended activities for the current phase. 6 Activate at the recommended The system activates the Activate a Suggested Task activity Analyze Reasons for recommended activity you Success or Failure. To do so, selected. highlight it and choose Activate. 7 Go Back Choose Back. You return to the opportunity.
Use this procedure to the opportunity with data collected in sales stage 5. In this phase you negotiate the conditions for the sales order as well as analyze reasons for success or failure. Procedure Test Step # Test Step Name Instruction User Entries: Field Name: Value Expected Result Pass / Fail / Comment 1 Search for Opportunity In the navigation bar, choose Sales Cycle → Search → Opportunities. Choose Search. Search Result view is displayed. 2 Select Opportunity Search for the opportunity created in the preceding step. The Opportunity overview page opens. 3 Change Sales Stage Choose Edit in the assignment block Opportunity Details and add the sales stage. Stage: Close The Chance of Success changes to 100%. 4 Save Choose Save. The system saves the opportunity. 5 Open Sales Assistant Choose More Sales Assistant. Depending on the phase of the opportunity, the sales assistant suggests certain activities that should be considered during this phase. Here you will find the recommended activities for the current phase. The Assistant page opens and suggests certain activities that should be considered during this phase. 6 Activate a Suggested Task Activate at the recommended activity Analyze Reasons for Success or Failure. To do so, highlight it and choose Activate. The system activates the recommended activity you selected. 7 Go Back Choose Back. You return to the opportunity.