1. Option 1: Simple Opportunity (described below)
   
2. Option 2: Multi-Step Process Opportunity - An expanded creation view to gather detailed information from Users on their Opportunity, as well as show related Assets.
   

After saving your Opportunity, you can navigate back to this tab in the future, click on the create Opportunity, and associate Relevant Contact Leads, change the information, attach relevant documents, view the Report and update Win/Lose details.

We've updated the opportunity creation process to include more detailed classification options. Here are the key changes:

1. Previous Setup:

• Single "Type" field

2. New Fields Added: 

• Account Type: Options: New, Existing

• Opportunity Type: Options: Project-based, Monthly Recurring

3. Benefits:

• These additional fields provide greater clarity and specificity when creating new opportunities.

• Users can now more accurately categorize both the account status and the nature of the opportunity.

4. Impact:

• Improved data organization and reporting capabilities

• Enhanced ability to tailor follow-up strategies based on opportunity characteristics

These changes will help users create more precise and informative opportunity records, leading to better overall sales process management.

When creating an Opportunity Type, if you check the ‘Make Public Records’ checkbox and share it at the company level, all opportunity records created using that opportunity type will be visible to all users within the same organization, including the Partner Admin user of organization A.

However, if a user from a different organization creates a record using the same opportunity type, that record will not be visible to the Partner Admin user of organization A. The record will only become visible to the Partner Admin user of organization A if the user from the other organization either:

1. Assigns ownership of the record to one of the partner users in organization A, or

2. Directly makes the Partner Admin of organization A the owner of the record.

How to Add and Manage Offline Activities in Opportunity Records

You can now track Offline Activities directly within Opportunity records, making it easier to capture face-to-face meetings, calls, or other offline touchpoints.

Steps to Add Offline Activities

1. Access the Opportunity Page

• Navigate to your list of opportunities.

• Click on the desired Opportunity Record.

2. Open the Offline Activity Modal

• Select More > Offline Activity.

• A modal will appear with a Create button.

3. Create, Manage, and Search Offline Activities

• Click Create to add a new offline activity (e.g., meeting notes).

• In the same modal, you can delete, export, or search for specific offline activities.

New Enhancements

• Offline Activity Column: A new column labeled Offline Activity has been added to the opportunity page. Clicking it launches the activity modal.

• Opportunity Report: Offline activities are included in opportunity reporting, providing deeper insights into all engagement types.

2. Open the Offline Activity Modal

• Click on the More dropdown.

• Select Offline Activity.

• A modal page will open with a Create button.

3. Create, Manage, and Search Offline Activities

• Click Create to add a new offline activity.

• You can create multiple offline activities as needed.

• Use the same modal page to delete, export, or search for offline activities.

New Enhancements

• A new "Offline Activity" column has been added to the Opportunity Page.
  

• Clicking on this column will directly open the Offline Activity modal.
  

• Offline activities are now included in the Opportunity Report, allowing you to track all created activities efficiently.

This update enhances offline engagement tracking, making it easier to manage and analyze offline activities within opportunity records.

Overview

A new enhancement allows you to associate an Account or Contacts with an Opportunity. You can’t combine multiple accounts in one opportunity, but you can still associate multiple individual contacts (or switch to associating a single account with its contacts).

How It Works

1. Open the Opportunity

• Go to Opportunity (Connections > Opportunity) or wherever you manage Opportunities.

• Select the relevant Opportunity record.

2. Use the Contact/Account Association Dropdown

• You will see two tabs: Accounts and Contacts.

• Accounts Tab:

• Select a single account to associate with the opportunity.

• Once selected, you can choose contacts from within that account.

• Attempting to associate multiple accounts will prompt a notification.
  

• Contacts Tab:

• Continue adding contacts individually, as before.

Benefit

• Streamlined Relationship Management: Easily switch between associating a single account or multiple individual contacts, providing a more holistic view of your sales processes.
  

This update streamlines how relationships are managed within opportunities, offering a more complete view of your sales and engagement processes.


Associating Database Records with Opportunities

A new enhancement allows users to associate Database Records with opportunity records. This enables relevant database records to be linked directly to an opportunity for easier access and management, giving sales and channel teams a consolidated view of the products or solutions tied to each deal.

Key Highlights

• Database records can be assigned to any opportunity through the More menu.

• Associated records appear on the opportunity's overview page.

• Records can be viewed in either Thumbnail or List view.

How to Associate Database Records

1. Navigate to the Opportunities module.

2. Open the opportunity to which you want to associate database records.

3. Click the More dropdown menu.

4. Select Assign Database Records.

5. Choose the required database records and save the changes.

Viewing Associated Database Records

Once database records are associated with an opportunity:

• They will be displayed on the overview page of the opportunity.

• Users can view the associated records in either:

• Thumbnail View

• List View

Important Notes

• The Database Records section is displayed on the overview page only when one or more database records have been associated with the opportunity.

• If no database records are assigned, the Database Records section will not appear on the opportunity's Info page.

Benefits

• Provides direct visibility of relevant database records within the opportunity context.

• Reduces the need to search across modules to find related product or solution information.

• Offers flexible viewing options through Thumbnail and List views.

• Keeps the overview page clean by displaying the section only when records are assigned.

• Improves opportunity management by consolidating related information in one place.

Conclusion

The ability to associate Database Records with opportunities gives users a consolidated view of the products and solutions tied to each deal. With straightforward assignment through the More menu and flexible Thumbnail or List viewing options on the overview page, this enhancement improves opportunity management and reduces the effort required to locate related records.