Opportunity page

The opportunity page consists of the fields group that contains general data, and several tabs.

Manager's mood	Emoticon that expresses how you feel about the opportunity. Track your mood during the sales process to be prepared for further steps Clicking on the emoticon opens an additional window where you can select your current mood.
Opportunity name	Name of the opportunity. For example, this field can contain the customer's name and the sales channel. If you add several sales to the same legal entity – add a serial number.
Legal entity	Company that is the customer in the opportunity. This is a required field.
Stage	Current stage of the opportunity, for example, “Negotiations” or “Contracting”. Once the field is filled in and the opportunity is saved, the information on the [Stages] detail of the [Opportunity history] tab will be updated. In this case the start date for the selected stage will be automatically set to the current date.
Need type	Type of customer's need. For example, a product or service category that your potential or existing customer is interested in. This is a required field.

New customer	Specify if this opportunity is the first sale to this company or it is a repeat sale.
Existing customer
Revenue	Projected revenue that will be received upon successful opportunity completion.
Probability, %	The chances of closing the opportunity. For example, at the needs analysis stage of the deal the sales probability could be “10%” and when the contract is signed – “90%”. The range of values in this field can be from “0” to “100”. Maximum value depends on the current stage of the opportunity: for example, the probability on initial stages cannot be 100%. When changing opportunity stage to “Closed lost”, “Closed rerouted”, “Closed rejected”, the field value will automatically change to “0” and the field itself will become non-editable. Maximum probability is specified for each stage in the [Opportunity stages] lookup. In the lookup you can also set what stages are final.
Opportunity category	The opportunity customer category, for example, “Small business” or “Enterprise”.
Channel	Channel of the opportunity, such as “Direct” or “Partner”.
Partner	The legal entity that is the partner for this opportunity. The field is displayed if the value in the [Channel] field is “Partner“.
Owner	Name of the employee responsible for working with the opportunity.
Source	The source of information that led to a contact with the customer regarding this opportunity. For example, “Partner”, “Cold call”.
Created on	Opportunity start date
Closed on	The date when you plan to close this opportunity (if the opportunity is not closed yet) or actual date the opportunity was closed on. The actual end date of the opportunity is specified in the field automatically, when the opportunity enters its final stage. The field then becomes non-editable. If the opportunity stage is set to a non-final stage, the field will become editable again.
Business line in opportunity	A business unit the current opportunity belongs to. It corresponds to the part of your bank that is in charge of handling this kind of opportunities. The lookup of this field contains the list of divisions the current opportunity can be assigned to. Managing organizational structure is done in the [Users] section.
Reason won/lost	The reason why you won or lost the opportunity. The field is displayed if the current opportunity stage is final and the value in the [Probability] field is “0”.

Use this detail to specify particular parameters of the customer. For example, the purpose of the loan or the interest rate of the deposit. The parameters set for the selected need type are displayed in this fields.

You can set up the parameters for the need type by using the [Set up need types] action that is available in the action menu of the [Leads] section.

You can select parameters already registered in the system or add new ones. Read more

This detail will be filled in automatically with the corresponding value from the [Parameters] detail of the lead page while adding an opportunity based on the lead.

Opportunity	Opportunity name that individual is involved in.
Legal entity	Name of the company where the individual connected to the opportunity works. For example, it can be your bank, customer or partner company.
Individual	Name of the opportunity participant. If the [Legal entity] field is filled in, the lookup values in this field are filtered by the selected legal entity.
Role	The role of the participant in the opportunity, for example, “Sales representative” or “Presale”.
Notes	Additional information regarding the participant or the specific role he/she plays.

Opportunity	Name of the opportunity that the contact is involved.
Individual	Customer's contact person for this opportunity. Only contacts of the customer's legal entity are available.
Primary contact	Select the [Primary contact] checkbox if the current contact is primary for the opportunity.
Role	Contact's role in the opportunity, for example, “Decision maker” or “Contact person”.
Influence	Contact's influence on the final decision regarding the purchase, for example, “High” or “Medium”.
Loyalty	Contact's attitude towards this opportunity. For example, “Interested”, “Not interested“.
Notes	Additional information about the customer's contact.
Decision-making factors	Factors that influence how interested the contact is in closing this opportunity successfully, for example, “Reliability”, “Profitability”, “ Productivity improvement”. Specify decision-making factors on the corresponding detail when adding a contact.

The [Tactics and competitors] tab contains information about the strengths and weaknesses of your company and its competitors.

Opportunity	Name of the opportunity that the competitor is involved in.
Competitor	Bank that is a competitor for this opportunity.
Competitor's product	The product offered by the competing bank. When the value is selected in the [Competitor's product] field, the [Strengths] and [Weaknesses] fields are filled in automatically with the corresponding values from the fields of the selected product.
Weaknesses	Competitive strengths and weaknesses of the competitor's product. The fields are filled in automatically when the [Competitor's product] field is filled in.
Strengths
Winner	The [Winner] checkbox determines whether the competitor won the opportunity.

The [Leads] tab contains a list of needs (leads) connected to the selected order. It displays information from the [Leads] section. To connect a lead to an order, fill in the [Order] field on the [History] tab of the lead page.

The [Products] tab contains a list of products that are to be offered within the opportunity. This detail will be filled in automatically with the corresponding value from the [Products] detail of the lead page while adding an opportunity based on the lead.

Product	The name of the product or service that is offered. The list of products displays only those products that are configured for the need type selected on the opportunity page. You can set up the list of products for the need type by using the [Set up need types] action that is available in the action menu of the [Leads] section.
Amount, [currency sign]	Total cost of the selected products.
Revenue, [currency sign]	Revenue from the products sold.
Quoted on	Quotation date for the product.
Interest	Customer's interest after the proposal has been made, for example, “Confirmed” or “Rejected”.
Notes	Additional information about offered product.

The [Opportunity history] tab contains the information about opportunity progress and system records connected to it.

The list of completed opportunity stages. You can change the owner of the selected stage or enter a comment. The remaining fields are non-editable.

Opportunity	Name of the opportunity the stages belong to.
Stage	A clearly defined phase of the opportunity, such as “Negotiations” or “Contracting”.
Start	The start and end dates of the opportunity stage.
End	The start and end dates of the opportunity stage.
Owner	Name of the employee responsible for the opportunity stage.
Notes	Additional information about the opportunity stage.

Records are automatically added on the detail based on the information entered on the opportunity page. A new record will be added each time the opportunity stage is changed. The [End] field for the previous stage will be automatically filled in with the current date.

When the final stage is selected, the current date will be entered as start and end dates.

The final stage of the opportunity is considered to be the one that has the [Final] checkbox selected in the [Opportunity stages] lookup.

Tasks that are connected to the current opportunity. This detail displays information from the [Activities] section. To connect an activity to an opportunity, fill in the [Opportunity] field of an activity page.

The [Legal entity history] tab contains the information about all interactions your bank has had with the legal entity that is the customer in the current opportunity.

This detail displays the information from the [Individuals] section: a list of contacts for which this company is indicated as the place of work in the [Job experience] detail.

A list of other sales for this customer. This detail displays information from the [Opportunities] section. To connect an opportunity to a legal entity, fill in the [Legal entity] field of the opportunity page.

Tasks, emails and calls that are connected to this customer. The detail displays information from the [Activities] section. To connect an activity to the legal entity, fill in the [Legal entity] field of an activity page.

A list of accounts for this customer. The detail displays information from the [Accounts] section. To connect a bank account to a legal entity, fill in the [Legal entity] field of the account page.

A list of cards for this customer. It displays information from the [Cards] section. To connect a card to a legal entity, fill in the [Cardholder] field of a card page.

The [Attachments and notes] tab contains additional information about the current customer, as well as attachments and links to the web resources related to it. Read more

Use this detail to store files and links related to the opportunity. For example, here you can attach a file or a scan copy of the document related to the opportunity.

The [Notes] detail is used to store additional text information about the opportunity. You can edit and organize the notes directly on the detail. If you switch to another tab of the opportunity page, the information on the [Notes] detail will be saved.

Our strengths	Competitive strengths and weaknesses of your offer for this opportunity.
Our weakness
Sales tactics	Recommendations on next steps in your negotiations with the customer.
Verified on	Date of the last discussion about sales tactics with the manager.

Contact name	Company employee.
Job title	Position held by the contact.
Mobile phone	Business phone of the employee.
Email	The email address of the contact.