What I Need to Know: Master/Sub Opportunities

By creating individual Sub Opportunities, you can easily see the number and value of all Sub Opportunities associated with the main opportunity. The Sub Opportunity’s stage, status and other values are independent of the Master Opportunity. Sub opportunities are available on all opportunities other than On-Call Opportunities.

Please review the attached document to learn why and when to use Master/Sub Opportunities and how to set up your Opportunity Grid to filter by your Master Opportunity with all of its associated Sub Opportunities.