Creating an Opportunity from Related Object Windows

See Also

Permissions Required

Manage Opportunity - To create, edit, assign, transfer, and delete Opportunities.

When you create an Opportunity from a Contact or Order window, certain Properties of these Objects are inherited by the new Opportunity. Talisma enables you to create an Opportunity from the following Object windows:

•   Interaction window

•   Contact window

•   Account window

•   Order window

•   Campaign window

Example   You have created a new Contact in Talisma called John Bender who belongs to the Home Needs Account. John is interested in the summer clothing that you are selling. Create an Opportunity from the Contact window. The new Opportunity will automatically set John as the primary Contact, as well as a Contact.

To Create an Opportunity from a Related Object Window

1.  In the Home Workspace, select the required Object from the Object Selector.

2.  Using the Teams, Users, or Search tab, locate the Object item from the Table View.

3.  Select the Object from which you want to create the Opportunity.

- OR -

Click the Object ID link or double-click the item to open it.

The Object window is displayed.

4.  From the File menu, select New, Opportunity.

- OR -

Click .

The New Opportunity window is displayed. Some of the details in the Properties tab are inherited from the Object window from which the Opportunity is being created, depending on the Properties Inheritance mapping in Talisma.

Data Inherited by the Opportunity Object from Related Object Windows

Object window from which the Opportunity is created	Data Inherited
Contact	In the Opportunity window •   The name of the Opportunity contains the ID of the Contact from which the Opportunity was created. For example, the name of the Opportunity created from a Contact with ID 001, would be “Opportunity: Created from Contact ID: 000-001”. The Opportunity's Contact name inherits the name of the Contact from which the Opportunity was created. •   This Contact is set as the Primary Contact for the Opportunity.
Account	In the Opportunity window •   The name of the Opportunity contains the ID of the Account from which the Opportunity was created. The Account Property of the Opportunity inherits the name of the Account from which the Opportunity was created.
Order	In the Opportunity window •   The name of the Opportunity contains the ID of the Order from which the Opportunity was created. •   The Account associated with the Order is set as the Account for the new Opportunity. •   All Contacts including the Primary Contact are set as Contacts for the Opportunity.
Interaction	In the Opportunity window •   The name of the Opportunity contains the ID of the Interaction from which the Opportunity was created. The Primary Contact Property of the Opportunity inherits the Contact name associated with the Interaction. •   The Interactions tab of the Opportunity lists the details of the Interaction from which the Opportunity was created.

Note  Though an Opportunity can be created from a new Object window, data will not be inherited in the Opportunity window unless you save the Object window before creating the Opportunity.