How do I submit a (Standard Layout) Opportunity record?
- Option 1: Simple Opportunity (described below)
- 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:
Previous Setup:
Single "Type" field
New Fields Added:
Account Type: Options: New, Existing
Opportunity Type: Options: Project-based, Monthly Recurring
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.
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:
Assigns ownership of the record to one of the partner users in organization A, or
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
Access the Opportunity Page
Navigate to your list of opportunities.
Click on the desired Opportunity Record.
Open the Offline Activity Modal
Select More > Offline Activity.
A modal will appear with a Create button.
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.
Open the Offline Activity Modal
Click on the More dropdown.
Select Offline Activity.
A modal page will open with a Create button.
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.
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