Which is a Stage 1 task related to the Opportunity form?

• A. Complete FM Form on the Opportunity
• B. Engage with PSE Team
• C. Generate BSS, ROI & Proposal
• D. Submit Onboarding Exception Request

Answer: (A)

Stage 1 centers on getting the opportunity documented with essential information so the record exists and can be tracked. Completing the FM Form on the Opportunity does exactly this: it captures the key details needed to initialize the opportunity in the system—who the customer is, what they’re seeking, timing, and basic scope. This creates a solid, trackable foundation from which later steps can build.

Engaging with the PSE Team typically happens after the basic record is in place, when more technical clarification is needed. Generating BSS, ROI, and a full proposal is a later deliverable once the scope and value have been clarified. Submitting an onboarding exception request is an onboarding-stage action used when deviations occur, not the initial step.