Adding an Opportunity

Precautions

• A customer manager can create opportunities for their preregistered customers or associated customers, and the opportunities belong to the customer manager.
• Customer manager directors can only view opportunities.

Procedure

1. Sign in to Huawei Cloud as a partner.
2. In the drop-down list of your account name, click Partner Center to go to the Partner Center.
3. In the top navigation, choose Sales > Leads and Opportunities > Opportunity Management. The Business Opportunities tab is displayed by default.
4. Click Add Opportunity. On the displayed page, select a preregistered customer or an associated customer to create an opportunity. Click Next.
   • Preregistered customers

     

   • Associated customers

     

5. Enter basic information and click Next.

   

6. Specify the detailed information and click Next.

   

7. 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.

Other Operations

• Modifying an opportunity: Click Modify in the Operation to modify the opportunity. The development phase cannot be modified.
  • Change the information as needed and save the changes.

    

  • Change the information on the Other Information tab page, and save the changes.

    

  • Change the information on the Revenue Information tab page, and save the changes.

    

• Specifying progress for an opportunity: Click Specify Progress in the Operation column. In the displayed dialog box, specify Development Phase, Win Probability, Technical Exchange, Test Details, and Progress Details. The progress details you have specified will be displayed in the Development Phase area on the Business Opportunities > Details > Basic Information page.