Monitoring Significant Opportunity Transactions

Sales executives can monitor significant opportunity transactions by querying for opportunities flagged as Executive Priority. These flagged opportunities can be tracked by the executive team regardless of the revenue or forecast commitment. Tracking high-priority opportunities helps the executive maintain the most accurate quarterly revenue forecast and plan involvement in the most promising opportunities.

This task is a step in Process of Managing Opportunities.

To flag an opportunity as an executive priority

1. Navigate to the Opportunities screen, then the Opportunities List view.

2. In the Opportunities list, select the opportunity.

3. In the Opportunities list, use the Columns Displayed option in the menu for the cogwheel icon to display the Executive Priority field.

4. In the opportunity record, click the check box in the Executive Priority field.