Creating a WLA B2B Application Opportunity

This document describes how to create a new WLA B2B opportunity, set its key details, and add products to it from the application stage.

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Step 1: Open the Application from the Application Stage

From the application stage, navigate back to the main application view and start a new process from scratch.

Click on View Application to open the application workspace.

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Step 2: Select the WLA B2B Application Type

In the application view, choose the WLA application type as either B2B or B2C.

Select the WLA B2B application option to proceed with a B2B opportunity.

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Step 3: Choose the Account and Name the Opportunity

Select the appropriate account for this opportunity.

Choose the business account from the available options.

Enter a name for the opportunity, for example, “ABC”.

Note that the opportunity name will eventually be auto-populated based on your selections and configuration.

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Step 4: Configure Opportunity Details and Save

Select the opportunity type and the currency for the opportunity.

Choose the currency as either New Zealand Dollar (NZD) or Australian Dollar (AUD), as appropriate.

Set the opportunity stage to New.

Specify a close date, for example, 30 days from today.

Confirm the details and click Save to create the opportunity.

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Step 5: Add Products to the Opportunity

After the opportunity is created, begin adding products (i.e., product programs) to it.

Click on Add Products to open the product selection interface.

Select and add the required product(s), then click Save to associate them with the opportunity.