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what are the prerequisites to create an opportunity?

Answers were Sorted based on User's Feedback



what are the prerequisites to create an opportunity?..

Answer / k.narsimha rao

Hi
for oppt we can creat 2 ways one for followup trnsation
form lead or direct oppt,
in follow up transation for lead u should maitain copy
control for lead to oppt, than if lead is qualify respected
levels form the workflow automatically oppt will creates ,

for oppt u should maitain sales cycle and phases ,and all
profile propre way and
ant follow up for oppt u should maitain copy control

ok
regards
k.narsimha rao

Is This Answer Correct ?    3 Yes 1 No

what are the prerequisites to create an opportunity?..

Answer / sekhar

lead is the prequisites for opportunity after qualifing it
as a hot lead then it is send through workflow and then
opportunity is created

Is This Answer Correct ?    2 Yes 1 No

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