Opportunity management
A management dashboard that lets sales reps see, update, manage, and edit their opportunities.
With the Opportunity Management app, salespeople can stay current on the opportunities most relevant to them—whether it’s opportunities assigned to them, opportunities in a specific region, or a specific individual opportunity. Instead of jumping between multiple records to view, compare, and edit opportunity data, sales reps can find everything they need on the same screen. Use filters to see exactly which opportunities they want to see, without leaving the page. View summaries of individual opportunity records and edit these records on the spot. In addition, create a new opportunity using a step-by-step process.