Creating a Sub-Opportunity

  1. Open the given Opportunity in a Research.
  2. On the right-hand side, click the „+“ button and select „Add Sub-Opportunity“.
  3. Enter a name and description for the Sub-Opportunity.
  4. If you want to add another Sub-Opportunity, click on „Add Sub-Opportunity“ in the Sub-Opportunities column above.

If an Opportunity is too broad, you can also create a Sub-Opportunity. Create one following the same steps as an Opportunity so that it’s part of the Opportunity Solution Tree and then select which ones best support your product goal while also resolving the customer’s most important needs.

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