Help Center/ Partner Center/ User Guide/ Distribution Partner Program/ Distributor/ Leads and Opportunities/ Opportunity Management/ Business Opportunities/ Adding an Opportunity
Updated on 2024-11-08 GMT+08:00
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Adding an Opportunity

A distributor can create and modify opportunities and specify the progress of opportunities for the customers of its resellers.

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.

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, select 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.

    • Your customers and your resellers' customers are separated into the My Customers and Resellers' Customers tabs. To create an opportunity for a customer, go to the corresponding tab.
    • Click the eye icon next to a header to show or hide the complete content in the column. The content is hidden by default. For example, you can click the eye icon next to Customer Name to show or hide the complete content of customer names.

  5. Enter basic information and click Next.

    You can also go to the Leads and Opportunities > Marketing Tasks page and click Add Opportunity in the Operation column to add an opportunity for a target task.

  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 progress specified for the opportunity cannot be modified.
    • Change the basic 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 opportunity progress you added will be displayed in the Progress Details area on the Business Opportunities > Resellers' Customers > Details page.

Parent topic: Business Opportunities