Managing an opportunity

An opportunity is a container for holding a quote or related alternative quotes that can be presented to a customer interested in purchasing a set of items. Sterling™ Field Sales enables users to create opportunities, and modify the details of the opportunities after they are created.

As part of managing an opportunity, a user can perform the following tasks:

• Creating an Opportunity
• Viewing Opportunity Details
• Modifying Opportunity Details
• Modifying Customer Details
• Creating a Quote for an Opportunity
• Creating an Alternative Quote
• Copying a Quote to Create a New Quote and New Opportunity for a Customer
• Rejecting a Quote on Behalf of a Customer
• Marking an Opportunity as Lost