Add, Edit, or Delete a Potential Opportunity

To add a potential opportunity:

  1. Click the relevant intersection.
  2. In the intersection's dialog , make sure the Potential tab is open.
  3. Click New Potential Opportunity.
  4. Specify the following information:
    5. Field Description
    Owner

    The relevant plan team member.
    Name Opportunity name.
    Amount The value of the potential opportunity.
    Description

    Notes about the potential opportunity, such as the period when the opportunity is expected to be qualified.

    These notes apply only to the potential opportunity. They are not copied into the current opportunity if the potential opportunity is qualified.

    The notes are not included in a Powerpoint export of the plan.
    Currency The currency in which the potential opportunity is denominated.
  5. Click Save to finish.

To edit or delete a potential opportunity:

  1. Click the relevant intersection.
  2. In the intersection's dialog , make sure the Potential tab is open.

  3. Click Edit (2) or Delete (3) as appropriate. (The Qualify icon (1) enables you to convert the potential opportunity into a current opportunity.)

  4. If you're editing the opportunity, make your changes and click Save. If you're deleting the opportunity, click Yes to confirm the deletion.