0
13.1.0
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
New:
- Added support for Opportunity records in global search
- UI refinements on the Opportunity page — padding fixes and rebranding updates
- Quote tasks for primary quotes now appear in the To-Do section of the Opportunity Overview page
- Added configurable dependency between Won/Lost stage and Won/Lost reason fields, controlled via system properties
Fixed:
- Resolved UX defects on the Opportunity Overview page and Guided Selling experience
- Fixed semantic search results for Opportunity records
- Corrected inconsistencies in Contract End Date and Term (months) calculations within Opportunity Management
- Price list on Opportunity now updates correctly when currency is changed
- Resolved intermittent "One or more property values are invalid" error in Manage Allocations when saving allocation splits
- Addressed performance issues on the Opportunity page
- 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