Procedures

Related Topics:

• Select an Opportunity Record
  When you want to find an Info Center record, you can use a Lookup, the Quick Find feature, or the Info Center Search dialog box.
• Add a New Opportunity Record
  Use the Opportunity Info Center to create new opportunity records. Each opportunity record must have a unique identifier.
• Copy an Opportunity Record
  You can copy and modify an existing opportunity record to create a new record.
• Create an Opportunity Fee Estimate
  You can create a fee estimate for an opportunity record. This allows you to select an existing service profile that contains predefined fee amounts by fee basis, define associated project phases, and enter other parameters that you can use as the foundation for calculating the opportunity's estimated fees.
• Add Phases to a Fee Estimate
  Phases are the different components of a service profile that provide the foundation for how the fee is determined.
• Add Special Services to a Fee Estimate
  Use special services to define any additional fees that are not included in the service profile. Special services are fees that are outside the scope of the fee defined by the functional group. For example, you can use the Phases grid to define the basic services on the project and the Special Services grid to define any additional services.
• Create a New Client Record on the General Tab
  When you create an opportunity record, you may become aware that you need to specify a client that does not yet exist in your database. If this happens, you can create a new client record via the General tab.
• Create a New Contact Record on the General Tab
  When you create an opportunity record, you may become aware that you need to specify a contact that does not yet exist in your database. If this happens, you can create a new contact record via the General tab.
• Modify an Opportunity Record
  You can modify most info center records at any time. The basic procedure that you use to modify records is the same for all info centers.
• Link an Opportunity Record to BVS Sales Process
  If you use the BVS Sales Process Interface, you can link opportunity records to BVS Sales Process so that data is integrated between the applications.
• Create a List of Competitors for an Opportunity
  You can create and maintain a list of companies that are pursuing the opportunity.
• Attach a Document to an Opportunity Record
  You can upload a new document and attach it to an info center record if your system administrator has specified the appropriate settings and the file type is an approved file type.
• Delete an Opportunity Record
  
• Managing Opportunity Associations
  You can specify relationships between opportunity records and other types of Info Center records on the grids throughout the Opportunity Info Center. For example, to associate a contact with an opportunity, you insert the contact on the Contacts grid of the Contacts tab in the Opportunity Info Center.