Install and configure Opportunity Management
Install the Opportunity Management application, which enables sales agents and account executives to get pre-sales product recommendations based on customer needs. You then assign the user roles and configure related features, such as needs analysis, used in Opportunity Management.
Admins and users with various roles, such as application admins and sales operation specialists, complete the following configuration tasks to set up Opportunity Management.
| Task | Description | Role |
|---|---|---|
| Install Opportunity Management | Install Opportunity Management from the ServiceNow® Store Store. | Admin |
| Assign the user roles for Opportunity Management, Product Catalog Management, and Pricing Management. | Admin | |
| Configuring product offerings and catalogs | Create the product offerings and catalogs, unless they've been previously defined. | Product catalog admin |
| Configuring product pricing | Define the price lists, pricing strategies, and other pricing features that you want to use, unless they've been previously defined. | Pricing admin |
| Configure needs analysis | Create the needs templates for questionnaires that sales agents complete to get product recommendations for sales opportunities. | Product catalog admin |
| Configure location-based transactions | Activate the system property for location-based transactions and set up the rule entity and product eligibility decision rules. | Admin and product catalog admin |
| Create opportunity stages | Create sales cycle stages for an opportunity. | Opportunity setup writer |
| Create a sales cycle for an opportunity | Create a sales cycle type for an opportunity. | Opportunity setup writer |
| Associate a sales cycle with the opportunity stage | Link one or multiple opportunity stages with a sales cycle. | Opportunity setup writer |
| Configure guided selling activities in a playbook | Define mandatory exit criteria per opportunity stage to enforce process compliance and prevent stage advancement until required actions are complete. | Opportunity setup writer |
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