View Business Opportunity Pipeline

Explanation

This activity is used to view the business opportunity pipeline. The Business Opportunity Pipeline gives an overview of the opportunities per sales process stage. All opportunities where you are added as a representative are shown in the board. It is also possible to group the pipeline by representative. You can then select which representatives to include in the view.

Prerequisites

• At least one business opportunity must have been entered and saved.
• The opportunities should have an estimated sign date and/or a sales process.

System Effects

There are no system effects.

Pages

Business Opportunity Pipeline

Activity Diagrams

Handle Business Opportunity