6 Sales Opportunities
This topics describes the information on the sales opportunities (upsell/cross-sell) associated with the SME customer.
This widget helps the RM to better understand the prospects of new business
activities with the customer.
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. |