0
8.0.0
Zurich, 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 and opportunity line characteristics
- Capture needs on opportunity
- Capture opportunity tasks
- Clearly identify multiple stakeholders and accurately qualify opportunities with associated contacts and their defined roles.
- Enable structured collaboration among stakeholders in the team to close opportunity efficiently.
- 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
This release includes:
Opportunity associated contact
Clearly identify multiple stakeholders from the account, ensuring clear identification of all stakeholders and their respective roles.
Opportunity team member
Engage multiple team members with an opportunity to enable a structured collaboration, and grant access based on their roles.
Delta pricing for opportunity
Enhancements for enabling calculation of delta amount on opportunity and its lines, during contract line upsells and downsells.
- 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
- CRM data access for Opportunity team members via Responsibility framework will require minimum platform version as Zurich Patch 3