Create an opportunity reserve business process

An opportunity reserve business process defines the group of opportunities you want to reserve. You can base your group on a selection of records created in Query or selected criteria, such as opportunity group or location.

  1. From the Sponsorship page, under Administration, select Reserve opportunities. The Sponsorship Opportunity Reservation page appears.

  2. Select Add. The Add opportunity reservation key screen appears.

  3. In the application, this business process is referred to as a reservation key.

    In the Reservation key frame on the Add opportunity reservation key screen, enter a name and description to help you identify this key. This information displays in the Sponsorship opportunity reservation keys grid on the Sponsorship Opportunity Reservation page after you save the key.

  4. In the Sponsorship opportunity criteria frame, identify the group of records you want to reserve.

    • If you created a selection of records in Query that you want to use, select A specific selection. In the Selection field, enter the name of the selection you want to use. Select the magnifying glass to access a search screen and search for the selection.

    • If you want to identify the records to include based on specific criteria, such as the sponsorship group, location, gender, or age range, select Select opportunity criteria. Then enter the criteria you want used to locate qualifying records.

      In the Location grid, in the Location column, select the location from which you want to reserve a group of opportunities. In the Target number column enter the number of opportunities from this location you want to reserve. You can select more than one location in the grid. For example, if you want to reserve 10 opportunities from China and 15 from India, select “China” in the Location column and enter “10” in the Target number column. In the next row, select “India” in the Location column and enter “15” in the Target number column.

  5. In the Reserve parameters frame, in the Target number field, enter the maximum number of opportunities you want held by this key.

    For example, if you base the key on a selected location in the Select opportunity criteria and this location includes 100 opportunities, you may want to reserve only 10 for the targeted effort. If so, enter “10” in the Target number field and the first 10 opportunities in the selected location are reserved. The other 90 remain unreserved. If you do not enter a number in this field, all opportunities are reserved.

    In the End date field, you can enter a date on which you want the reservation to end and the selected opportunities released.

  6. Select Save to save the key and return to the Sponsorship Opportunities Reservation page. The new key displays in the Sponsorship opportunity reservation keys grid. The reservation is not complete, however, until you run the business process. For information about completing the reservation process, refer toReserve a group of opportunities.