0
5.0.0
Yokohama, Xanadu, Washington DC
Opportunity Management enables customers to create and track opportunities across the lifecycle of the customer journey. On an opportunity you can capture customer related details, customer requirements, products and services the customer is interested in, and interactions within the sales team or with external stakeholders.
- Create opportunity
- Create opportunity line items
- Capture needs on opportunity
- Capture opportunity tasks
- Send and receive emails on opportunity
- Schedule appointments on opportunity
- Manage opportunities with Kanban view
- Create quotes from opportunity
- Collaborate from the opportunity context via sidebar integration with Microsoft Teams
New Feature
Support pipeline inspection in the Opportunity Kanban View
This feature enables customers to view the auto-calculated opportunity amount rollup for each opportunity stage in the Kanban View.
- Required plugins and products
- Opportunity Management Data Model (com.sn_l2c_oppty_mgmt_data_model)
- Dependencies
- Sales Common (com.snc.l2c_core)
- Properties that need to be created or set to activate the content pack
- Affected business rules
- Affected script includes
- .jar files that need to get uploaded, if applicable
- Sidebar chat integration with Teams on Opportunity will require minimum platform version as Xanadu
- To show amount roll up value for each lane in kanban board, requires minimum platform version as Yokohama