11 Enter Expected In the Opportunity Details Expected Sales Vol. < Sales Volumes assignment choose Edit to about 90% of the enter the expected sales volume. expected total value> Save your entries. 13 Add Contact In the Contacts assignment block, Function: Decider The contact appears in the choose New to make the required Contact assignment block on the Contact: <CONTACT entries. opportunity. PERSON> 14 Return to Choose Back. You return to the opportunity. Opportunity 15 Add Sales Team In the Sales Team assignment Function: Manager Member block choose Edit List and make Name: <EMPLOYEE> the required entries. 16 Update In the Milestones assignment Initial Requirement Milestones block, choose Edit List and enter Analysis: <TO DATE> the required data. Go/No-Go Decision: <DATE> To add a start and end date for Develop Proposed the milestones Initial Requirement Solution: <TO DATE> Analysis and Develop Proposed Quotation: <DATE> Solution, the column Date To has Customer Decision: to be inserted. <DATE> Choose Personalize in the assignment block Milestones and select Date To from the list Available Columns. Then choose Move to Right and Save. 17 Enter Choose Enter. The dates appear in the Milestones assignment block. 18 Add Competitors During a sales visit, you have Function: Competitors acquired data concerning the competitors involved in this
11 Enter Expected Sales Volumes In the Opportunity Details assignment choose Edit to enter the expected sales volume. Save your entries. Expected Sales Vol. < about 90% of the expected total value> 13 Add Contact In the Contacts assignment block, choose New to make the required entries. Function: Decider Contact: <CONTACT PERSON> The contact appears in the Contact assignment block on the opportunity. 14 Return to Opportunity Choose Back. You return to the opportunity. 15 Add Sales Team Member In the Sales Team assignment block choose Edit List and make the required entries. Function: Manager Name: <EMPLOYEE> 16 Update Milestones In the Milestones assignment block, choose Edit List and enter the required data. To add a start and end date for the milestones Initial Requirement Analysis and Develop Proposed Solution, the column Date To has to be inserted. Choose Personalize in the assignment block Milestones and select Date To from the list Available Columns. Then choose Move to Right and Save. Initial Requirement Analysis: <TO DATE> Go/No-Go Decision: <DATE> Develop Proposed Solution: <TO DATE> Quotation: <DATE> Customer Decision: <DATE> 17 Enter Choose Enter. The dates appear in the Milestones assignment block. 18 Add Competitors During a sales visit, you have acquired data concerning the competitors involved in this Function: Competitors
C63_CRM703_BPD_EN_XX.docx