6 Sales Opportunities

This topic describes the information on the sales opportunities (upsell/cross-sell) associated with the corporate customer.

This widget helps the RM to better understand the prospects of new business activities with the customer.

Figure 6-1 Sale Opportunities

Description of "Figure 6-1 Sale Opportunities"

Figure 6-2 Sales Opportunities - Expanded View

Description of "Figure 6-2 Sales Opportunities - Expanded View"

In the expanded view, the records can be filtered based on the following parameters:

• Product
• Date
• Value
• Probability

For more information on the columns in the expanded view, refer to the Column Description table:

Table 6-1 Sales Opportunities - Column Description

Column	Description
Opportunity ID	Displays the ID of the sales opportunity.
Opportunity	Displays the description of the sales opportunity.
Date Created	Displays the date on which the sales opportunity is created.
Profitability	Displays the profitability of the sales opportunity.
Value	Displays the value of the sales opportunity.
Assigned to	Displays the user ID to which the sales opportunity is assigned.
Summary	Displays the summary of the sales opportunity.