Adding an Opportunity
An opportunity is a potential sales opportunity that has passed the qualification review and is considered to have a high probability of being converted into actual sales. Opportunities are usually in the middle or later stages of the sales process.
You can add opportunities to record the potential sales opportunities of customers, including customer requirements, expected revenue, and opportunity phases, to help partners systematically manage and track these opportunities.
Distributors can create opportunities for their preregistered customers, associated customers, and customers of their resellers, and modify opportunity information and specify the progress of opportunities.
Precautions
- An account manager can create opportunities for their preregistered customers or associated customers, and the opportunities belong to the account manager.
- Account manager directors can only view opportunities.
- Access the Business Opportunities page.
a) Log in to Huawei Cloud as a distributor.
b) Click Partner Center in the drop-down list of your account name in the upper right corner.
c) In the top navigation, select Sales > Leads and Opportunities > Opportunity Management. The Business Opportunities tab is displayed by default.
- Click the Customers or Resellers' Customers tab as required.
- Click Add Opportunity. On the displayed page, select an associated customer to create an opportunity. Click Next.
To create an opportunity for a customer under your name, select a preregistered customer or an associated customer.
- Enter basic information and click Next.

- Specify the detailed information and click Next.

- Specify the revenue information and click Submit. A message indicating the opportunity has been successfully added is displayed. You can click View Details or Go to Business Opportunities.


All fields on the Complete Revenue Information page are mandatory.
- Access the Business Opportunities page.
a) Log in to Huawei Cloud as a distributor.
b) Click Partner Center in the drop-down list of your account name in the upper right corner.
c) In the top navigation, select Sales > Leads and Opportunities > Opportunity Management. The Business Opportunities tab is displayed by default.
- Click the Customers or Resellers' Customers tab as required.
- In the opportunity list, find the opportunity to be modified and click Modify in the Operation column.

- You can search for opportunities by opportunity name, customer name, account manager name (only supported on the Customers tab), and customer account name.
- You can filter opportunities by development phase.
- You can click the eye icon next to a field to view or hide the complete content of the field. The content is hidden by default. For example, you can click the eye icon next to Customer Name/Account Name to show or hide the complete content of customer names.
- On the displayed page, modify the basic information, details, and revenue information of the opportunity.

- If the content next to a field is empty, the field cannot be modified.
- If the Modify button is displayed in gray next to a field, the field needs to be modified on the Specify Progress page.
- Click Save to save the modified information.
- Access the Business Opportunities page.
a) Log in to Huawei Cloud as a distributor.
b) Click Partner Center in the drop-down list of your account name in the upper right corner.
c) In the top navigation, select Sales > Leads and Opportunities > Opportunity Management. The Business Opportunities tab is displayed by default.
- Click the Customers or Resellers' Customers tab as required.
- In the opportunity list, find the opportunity for which you want to update progress and click Specify Progress in the Operation column.

- You can search for opportunities by opportunity name, customer name, account manager name (only supported on the Customers tab), and customer account name.
- You can filter opportunities by development phase.
- You can click the eye icon next to a field to view or hide the complete content of the field. The content is hidden by default. For example, you can click the eye icon next to Customer Name/Account Name to show or hide the complete content of customer names.
- In the dialog box that is displayed, update the development phase, win probability, technical exchange, test details, and progress details (the development phase and win probability are mandatory).

- Click OK. The opportunity progress is specified successfully.
The opportunity progress you have specified will be displayed in the progress detail area of the opportunity detail page. Click the opportunity name to go to its details page. For details, see Querying an Opportunity.
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