Congrats!

You've learned all about using Opportunity Management, including how to create an opportunity, add competitors, and advancing opportunities to new stages.

Learn more about Opportunity Management

To continue your learning, explore these resources:

Flight Simulator

Let’s practice! Your challenge is detailed below. Follow along in the step-by-step interactive environment, and then try it in your sandbox environment.

Challenge - Create and Advance an Opportunity to the Proposal Stage

Sarah is preparing for a visit with Dr. Ackerman. She believes he will be interested in Restolar XR for his patients with XA+ non-Hodgkin’s lymphoma. Your objectives are to:

  1. Create a new Opportunity titled, Ackerman - Restolar Launch.

  2. Select the Clinton Ackerman account.

  3. Add Restolar XR to the Opportunity Lines via the Product Selector.

  4. Set the quantity to 50, and the list price to $1,500.

  5. Add CompeMed from Compe Biosciences as a competitor product.

  6. Update the Opportunity Stage to Proposal.

 

  1. Select Create.

  2. Populate the Opportunity Name and Account fields.

  3. Navigate to the Opportunity Lines section.

  4. Select Product Selector.

  5. Select and add Restolar XR.

  6. Populate the Quantity and List Price fields.

  7. Select Save.

  8. Navigate to the Opportunity Competitors section.

  9. Select Create and Save.

  10. Select and expand the Status drop-down, select Proposal.