---
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title: Manage Opportunities and Service Points in Large Account Sales Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/energy_t_manage_opportunities_for_energyutilities_298420.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_t_manage_opportunities_for_energyutilities_298420.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8bb33725a5c032e182c07105a68e838db3d9fdf59e1cb93346ee88f751c1aa0f
description: Opportunities are a record of potential, won, and lost deals. The Large Account Sales Management application helps you track and manage the information stored for each opportunity record. In addition to standard Salesforce functionality, Large Account Sales Management application provides customized workflows for the Energy & Utilities industry. These workflows assist sales agents to upload site data, group sites, and proceed with multi-site quoting, helping you to provide a personalized experience to your utility customers.
products:
  - Energy and Utilities
release: "264"
---
# Manage Opportunities and Service Points in Large Account Sales Management

Opportunities are a record of potential, won, and lost deals. The Large Account Sales Management application helps you track and manage the information stored for each opportunity record. In addition to standard Salesforce functionality, Large Account Sales Management application provides customized workflows for the Energy & Utilities industry. These workflows assist sales agents to upload site data, group sites, and proceed with multi-site quoting, helping you to provide a personalized experience to your utility customers.

With opportunities, you can:

- Create new opportunities directly, by converting leads, or cloning.
- Add, modify or update the opportunity record details such as service information about the deal.
- Track the progression of an opportunity from a prospect to a quote.
- Share the opportunity or change owner
- Change the record type or submit for approval.

To learn more about the standard Salesforce opportunities functionality, see [Opportunities](https://help.salesforce.com/s/articleView?id=sales.opportunities.htm&type=5&language=en_US).

- **[Understand Default Opportunity Page Layout in Large Account Sales Management](https://help.salesforce.com/s/articleView?id=ind.energy_t_large_account_sales_management_opportunitiesoverview_298466.htm&release=264.0.0&type=5)**  
    The Large Account Sales Management combines the standard Salesforce opportunities functionality with the customized Energy & Utilities industry-specific business processes. This combination provides you with a full 360-degree view of the open and upcoming opportunities on a single dashboard.
- **[Upload Service Points in Large Account Sales Management](https://help.salesforce.com/s/articleView?id=ind.energy_t_upload_service_points_for_energyutilities_298553.htm&release=264.0.0&type=5)**  
    A service point is an entry point for services to a premises. The service provided to each service point is separately metered (or measured). Therefore, each opportunity or quote relating to the sale of the commodity product should have one or more service points attached to it.
- **[Work with Opportunity Groups in Large Account Sales Management](https://help.salesforce.com/s/articleView?id=ind.energy_t_work_with_opportunity_groups_for_energyutilities_298682.htm&release=264.0.0&type=5)**  
    A group is a named set of member types such as service points, premises, or service accounts that you can use to manage large numbers of quote line items in a multi-site quote.
- **[Create Multi-Site Quote for Energy & Utilities](https://help.salesforce.com/s/articleView?id=ind.energy_t_create_multi_site_quote_for_energyutilities_298877.htm&release=264.0.0&type=5)**  
    Use multi-site quotes and orders to sell to large Energy & Utilities accounts with many service points. Before you start a multi-site quote or order, upload the service points and create opportunity groups.