As an opportunity moves through its applicable stages, an account manager can update any of the information on the Opportunities record and populate any new fields (such as adding new contacts, adding competitor information, or tracking reference checks). Most of these topics are covered in other sections of this guide. This includes:
- Creating Opportunity Contacts
- Specifying Line Items
- Tracking Opportunity Partners
- Tracking References
- Tracking Competitors
- Managing Referral Requests
- Changing the opportunity's Status and Details information (such as its Stage and Acceptance Probability %) as it moves through the sales cycle. See Creating Opportunities Records and About the Opportunities Form for information on these fields.
In addition, two other common tasks associated with managing an opportunity are documented in this section:
- Recording Status Reports: This section describes how account executives can submit a status report to update management on the current status of an opportunity.
- Reviewing Opportunity History: This section provides an overview of how Aptify automatically tracks changes to an opportunity in History records.