Page 90 - Superion Sales

SUPERION – Sales Playbook

The Select Opportunity Record Type screen displays.

Choose from the following opportunity records types:

• Change Order – used to amend products and services for an existing closed/won deal.
• Products and Services – the default record type used by the Sales team for net new field
deals, migrations, upgrades, and add-ons. These deals typically include a combination of
license fees, subscription fees, services, hardware, etc.
• Renewal – used by Finance to process renewals and decommissions.
• Services Only – used for add-on professional services engagements, including custom
development projects.

Select the record type and click Continue. The Sales team will most often use the Products and
Services record type when creating opportunities.

Opportunity Detail Section

3/8/2018

Page 90