Procedures

While the details for working with records vary across Info Centers, the basic procedures are similar.

Related Topics:

  • Select an Opportunity Record
    When you want to find a hub record, you can use a Lookup, the Quick Find feature, or the I Search dialog box.
  • Add a New Opportunity Record
    Use the Opportunity Info Center to create new opportunity records. Each opportunity record must have a unique identifier.
  • Copy an Opportunity Record
    You can copy and modify an existing opportunity record to create a new record.
  • Create an Opportunity Fee Estimate
    You can create a fee estimate for an opportunity record. This allows you to select an existing service profile that contains predefined fee amounts by fee basis, define associated project phases, and enter other parameters that you can use as the foundation for calculating the opportunity's estimated fees.
  • Add Phases to a Fee Estimate
    Phases are the different components of a service profile that provide the foundation for how the fee is determined.
  • Add Special Services to a Fee Estimate
    Use special services to define any additional fees that are not included in the service profile. Special services are fees that are outside the scope of the fee defined by the functional group. For example, you can use the Phases grid to define the basic services on the project and the Special Services grid to define any additional services.
  • Create a New Client Record on the General Tab
    When you create an opportunity record, you may become aware that you need to specify a client that does not yet exist in your database. If this happens, you can create a new client record via the General tab.
  • Create a New Contact Record on the General Tab
    When you create an opportunity record, you may become aware that you need to specify a contact that does not yet exist in your database. If this happens, you can create a new contact record via the General tab.
  • Modify an Opportunity Record
    You can modify most hub records at any time. The basic procedure that you use to modify records is the same for all hubs.
  • Link an Opportunity Record to BVS Sales Process
    If you use the BVS Sales Process Interface, you can link opportunity records to BVS Sales Process so that data is integrated between the applications.
  • Create a List of Competitors for an Opportunity
    You can create and maintain a list of companies that are pursuing the opportunity.
  • Create a Kona Space for an Existing Opportunity
    From within Vision, you can create a new Kona space and link it to an existing opportunity.
  • Link an Opportunity to an Existing Kona Space
    If you create a space for an opportunity in Kona, you can link that space to the opportunity and then access the space from the Opportunity Info Center when you display the opportunity record.
  • Attach a Document to an Opportunity Record
    You can upload a new document and attach it to a hub record if your system administrator has specified the appropriate settings and the file type is an approved file type.
  • Delete an Opportunity Record
    When you delete a hub record, you permanently remove it from the database. You cannot undo the deletion of a hub record. The basic procedure that you use to delete records is the same in all hubs.
  • Managing Opportunity Associations
    You can specify relationships between opportunity records and other types of Info Center records on the grids throughout the Opportunity Info Center. For example, to associate a contact with an opportunity, you insert the contact on the Contacts grid of the Contacts tab in the Opportunity Info Center.
Parent Topic: Opportunity Info Center Overview