Creating an opportunity in IBM® Sterling™ Field Sales

An opportunity is a container to hold a quote or related alternative quotes that can be presented to a customer. Related alternative quotes are a set of quotes that exist at the same time and are independent of each other, but are associated with the same opportunity. Irrespective of the number of quotes in an opportunity, only one can be accepted by a customer.

For example, you may offer a customer three alternative quotes: Quote-A for two desktop computers, each being offered with 5% off the list price; Quote-B for one desktop computer and one laptop, each being offered with 5% off the list price; and Quote-C for one desktop computer and two laptops, each being offered with 7% off the list price. The customer is offered the choice between Quote-A, Quote-B, and Quote-C, but the customer can accept only one of them.

You can create an opportunity for an existing customer or a new customer. You can create an opportunity for a business customer or a consumer customer.