Opportunity fulfillment pipeline
From its creation, an opportunity flows through a set of transactions and statuses until its completion.
The chain of transactions and statuses is called an Opportunity Fulfillment pipeline.
The following statuses may be used in an Opportunity Fulfillment pipeline:
- Inquiry - An opportunity has been created by a Field Sales Representative.
- Negotiation - An opportunity moves to the Negotiation
status when either:
- The opportunity was automatically created after a Field Sales Representative created a quote at the request of a customer.
- A Field Sales Representative created a quote and associated the quote to an existing opportunity.
- Won - An order has been created from one of the associated quotes, resulting in a Won opportunity.
- Lost - The Field Sales Representative moved the status of the opportunity to Lost because all the associated quotes are abandoned. The quotes are abandoned either because the customer rejected the quotes or the quotes expired.
Note: Won and Lost are terminal statuses, which are
evaluated by the opportunity purge agent when purging opportunities
and their associated quotes.
Following is a graphical representation of the Opportunity Fulfillment
pipeline.
