Add, Edit, or Delete a Potential Opportunity

To add a potential opportunity to your account plan, do the following:

  1. Click the Add button on the relevant solution row if you are adding a potential opportunity to a whitespace (see 1 below) and select the Potential tab on the dialog that opens.

    If you are adding to a solution row with existing opportunities, click on the potential value (see 2 above) to open the solution dialog with the Potential tab open.

  2. Click the Create Potential button.

  3. Specify the following information:
    4. Field Description
    Account The relevant account is automatically displayed and cannot be edited.
    Account Division

    The relevant account division is automatically displayed (if you are working on the division view of the Potentials page) and cannot be edited.
    Solution The column where the potential opportunity will be added.
    Owner

    The owner of the Account record.
    Name Name of the potential opportunity.
    Amount The value of the potential opportunity.
    Currency

    The currency in which the potential opportunity is denominated.

    This field is only displayed for multi-currency orgs. For more information, contact your administrator.
    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.
  4. Click Save to finish.

Editing or Deleting a Potential Opportunity

To edit or delete a potential opportunity:

  1. Click the potential value on the solution row where the potential opportunity is saved.

    This opens the Potential tab on the solution dialog.

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

  3. If you're editing the opportunity, make your changes and click Save.

    If you're deleting the opportunity, click Delete to confirm the deletion.