Assigning an Opportunity

Assigning an Opportunity

The Assign button is used to update the Person Responsible for this Opportunity.

Users with the SalesRep role code are eligible for assignment to an Opportunity.  

Upon successful assignment of an Opportunity, the Person Responsible receives an automatic Task Notification of the assignment, including the details entered for the Opportunity.  This appears in both the Task Notifications page of the respective user's Workbench, as well as in the respective user's e-mail in-box.  Because the Task Notification is a NotesAnywhere record, the assignment history for an Opportunity can be viewed using the Notes icon from the tool bar.

A sample of the notification is provided below:

The following Opportunity has been assigned to LOUGHINR

Opportunity #   : 23

Status              : INITIAL

Company          : Busch Gardens

Address            : Busch Gardens, Tampa, FL-

Primary Contact : BUSCH

Opportunity       : Parking Lot Surveillance

The Person Responsible does NOT need to be the same as the SalesRep identified in the SalesRep field below Person Responsible.  Opportunities do not need to have a SalesRep defined until they are ready to be Pushed to Order Entry.  A SalesRep can be selected at any time using the provided list of values.