Brazil, Australia Patch 3, Australia, Zurich, Yokohama
Standalone Application
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.
- Allocate credit and revenue from a single opportunity among several sales representatives and territories, ensuring accurate attribution and fair compensation.
- 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
Fixed:
- Fixed Net New ACV not syncing correctly from Quote to Opportunity
- Meeting occurrences now correctly populate the associated record and table
- Corrected touchpoint state data for Opportunity summarization
- Fixed source tag information being truncated on the Opportunity summary card
- Resolved non-related team members and product offering families appearing on the Manage Allocations page
- Fixed a security issue where unauthorized users could access Quote numbers and versions through the Primary Quote reference qualifier
Not applicable for this application version.
- 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