Identify opportunities as product development requests

Sales users can mark opportunities as product development requests to distinguish them from standard sales opportunities.

To mark an opportunity as a product development request, follow these steps:

1. Select the Search icon , enter Opportunities, and then choose the related link.
   The Opportunities page opens.
2. Select an existing opportunity or create a new one by selecting New.
3. On the General FastTab, in the Opportunity type field, select PD.
4. Complete additional opportunity information as required.
5. Select Save or close the page to save changes.

The system identifies this opportunity as a product development request. Product development requests require additional information beyond standard opportunities to support R&D planning and execution.

To capture PD request details, follow these steps:

1. Open the opportunity with the Opportunity Type field value set to PD.

2. On the PD request details FastTab, complete the following fields:

   Field	Description
   PD Type	Select the type of product development request. Select from configured Product development types.
   PD Status	Specifies the current status of the PD request. Options: Planned, In Progress, Completed, Cancelled.
   R&D Group	Select the R&D group responsible for this development request.
   Target Completion Date	Select the expected completion date for the PD request.
   Priority Level	Select the business priority of this development request.

3. In the Description field, provide detailed requirements and specifications for the development request.