A potential opportunity represents an idea that you may be able to sell a particular solution to a particular account. The idea may or may not develop into a current opportunity.
When you've determined that a potential opportunity is a real opportunity worth pursuing, you "qualify" it. This converts it into a current opportunity.
You can choose to convert it into a completely new opportunity or map it to an existing opportunity that is related to the relevant account.
If you map to an existing opportunity:
- It must be one that has not already been qualified from another potential opportunity.
- If it is already on the opportunity map, it must belong to the same account as the potential opportunity.
However, it can be associated with any solution on the map.
To qualify an opportunity:
- Click the relevant intersection in the opportunity map.
- In the dialog's Potential tab, click the Qualify icon.
- Specify whether you want to create a new Salesforce opportunity or map to an existing one.
- Click Next.
- If you are creating a new Salesforce opportunity, specify the opportunity details and click Qualify.
- If you are qualifying by mapping to an existing current opportunity, search for that opportunity, select it, and click OK. (The opportunities returned by the search belong to the relevant account and have not already been qualified from a potential opportunity.)
Note: The opportunity you select retains its value. It does not acquire the potential opportunity’s value.
In the intersection on the opportunity map, the opportunity moves from the blue potential row (top) to the green current row (middle).