1 of 23

Opportunity Model

Why are Opportunities important for YOU?

Changes to our Opportunity Model.

​

2 of 23

3 of 23

Move Contacts along with

  1. Action Plans
  2. Sales Cycles
  3. Lead Source

4 of 23

Opportunity Details

  • Deal Size
  • Quoted
  • Closed

Etc...

5 of 23

Opportunity - Save the details - build trends

Contact

6 of 23

7 of 23

8 of 23

9 of 23

10 of 23

Change One

Emphasize Opportunity

Changes to our Opportunity Model.

Why are Opportunities important for YOU?

11 of 23

12 of 23

13 of 23

14 of 23

Assign User

Select User

15 of 23

Assign User

Select User

Action Plan

Sales Cycle

Lead Source

Opportunity Name

Opportunity Name

Opportunity Name

16 of 23

17 of 23

Change Two

Multiple Opportunities

Changes to our Opportunity Model.

Why are Opportunities important for YOU?

18 of 23

Opportunities - multiple jobs with one Contact

Employee

Employee

Employee

Employee

Contact

19 of 23

20 of 23

21 of 23

22 of 23

23 of 23

Questions?

Changes to our Opportunity Model.

Why are Opportunities important for YOU?

Prepared for Training.