Help Center/ Partner Center/ User Guide/ Cloud Solution Providers/ Leads and Opportunities/ Leads and Opportunities/ Business Opportunities/ Adding an Opportunity
Updated on 2024-10-08 GMT+08:00
View PDF
Share

Adding an Opportunity

You can create and modify opportunities and specify the progress of opportunities.

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

      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.

    • Associated customers

      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/Account Name to show or hide the complete content of customer names.

  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 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 progress details you have specified will be displayed in the Progress Details area on the Opportunity Management > Business Opportunities > Details page.

Parent topic: Business Opportunities