Modifying opportunity details
Sterling™ Field Sales enables a user to modify the details of an opportunity, such as the opportunity's name, owner and co-owner, lead origin, probability of success (in %), and so on.
Based on the requirements, a Field Sales Representative may have to modify the details of an opportunity. For example, if a user, who has been assigned the role of owner for an opportunity, has resigned from the company, the opportunity must be reassigned to a different user.
Solution
Users can modify the details of an opportunity.
A user can search for the users to whom they want to reassign an opportunity, either as its owner or co-owner. The getTeamList API is called to populate the values in the Team drop-down list in the User Search dialog box. The getUserList API is called to retrieve the list of users matching the search criteria. The manageOpportunity API is called to save the changes made to the opportunity.
A user can modify the lead origin for an opportunity. You can configure the codes for the lead origin in the Channel Applications Manager. The getCommonCodeList API is called to populate the values in the Lead Origin drop-down list.
End-user impact
None.
Implementation
You can configure the codes to be used for the Lead Origin drop-down list.