Creating a Decision Criterion

Before adding a criterion, consider whether it is formal or informal:

  • Formal: tangible, objective and measurable criteria, e.g. 24/7 support.
  • Informal: intangible and subjective criteria, e.g. User-friendly.

  1. Click Show Decision Criteria under the Formal Decision Criteria or Informal Decision Criteria question - as shown in the example below.

    This hypertext appears as Add Decision Criteria if a criterion has not been added.

  2. Enter the name of your decision criterion in the text field provided.
  3. Click the Add button.

A panel is displayed on the right-hand of the screen (as shown in the example below) where you can add more information about the criterion, such as a contact for whom the criterion is an important consideration.

For more information, see Editing a Decision Criterion.

AI Assistance: Create a formal or informal decision criterion with AI, e.g. 'For the opportunity [Opportunity Name], create the informal decision criterion 'Potential participation in CAB'.

For more prompt suggestions, see the MaxAI Prompt Library for Opportunity Manager .