View and maintain the opportunity decision chain

Overview

Before you begin

Before you begin - You need the required permissions for Opportunity, Contact, Opportunity Contact, and Opportunity Decision Chain. - Your administrator has added the Opportunity Decision Chain component to the Opportunity Details Page Layout. - Create or update the Account Contacts before adding them to the Opportunity.

Maintain Opportunity Contacts

1. Open the target Opportunity details page.
2. In the Opportunity Contact section, add or select an existing Contact.
3. Enter the Contact’s project role, attitude, or other configured information.
4. Save the record and confirm that the Contact appears under the Opportunity.

View the Decision Chain

1. Find Opportunity Decision Chain Component on the Opportunity details page.
2. Review Contacts, nodes, and connections in the relationship graph.
3. Use your organization’s node, role, and relationship definitions to identify stakeholder coverage and gaps.

Edit the Decision Chain

1. Click Edit in the Opportunity Decision Chain component.
2. Create or adjust nodes and connections to match the project relationships.
3. Place each Opportunity Contact in the appropriate node.
4. Save the map and confirm that stakeholders and relationship positions are correct.

Verify the result

• The Opportunity Contact section displays current project participants.
• Everyone in the Decision Chain comes from the current Opportunity Contacts.
• Nodes, roles, and relationship positions match the actual project.

Related topics

• Advance an Opportunity through the Sales Process
• Maintain Contact information
• Configure the Opportunity Decision Chain template