Maintain Opportunity – A summary of the activity

This activity allows the user to create new projects or modify existing projects. This activity also acts as a dashboard for the sales person to view transactions involved in this project.

As part of project creation this activity allows the user to maintain competitor details, marketing information, checklist on the probability success of the project, contact details of the internal and external team and the details of the activities.

This activity also allows you to maintain opportunity details such as, quotation, sale order, unit, and work order details for a particular customer and a particular project.

Getting familiar with the pages inside