JavaScript required
We’re sorry, but Coda doesn’t work properly without JavaScript enabled.
Skip to content
Account Hub
Most Popular Accounts
Business Plan Spreadsheet
Money & Finance
Registration & Licensing Accounts
Marketing
Primary Business Accounts
Account details
Master Accounts, Tools & Software
Delivery & Logistics Resource
Master Accounts List
Payments & Financials
Business Tools & Softwares
Accounting
More
Share
Explore
Opportunities (Salesforce)
All the active opportunities with this account (requires Salesforce integration).
View of Opportunities
View of Opportunities
Name
Stage
Close Date
Opportunity Type
Forecast Category
Search
Stage
See Details
Name
Amount
Opportunity Type
Close Date
Forecast Category
Opportunity Owner
Stage
See Details
Name
Amount
Opportunity Type
Close Date
Forecast Category
Opportunity Owner
Prospecting
1
Vans
$800,000
Existing Customer - Upgrade
12/6/23
Omitted
Chris James
Qualification
2
AMG Formula 1 Oppty
$15,000
New Customer
10/22/22
Omitted
Chris James
Mercedes E-mobility!
$10,000,000
Existing Customer - Replacement
8/18/23
Omitted
Chris James
Needs Analysis
2
Performance Powertrains
$70,000
New Customer
2/4/24
Pipeline
Chris James
Benz Opportunity
$500,000
Existing Customer - Upgrade
2/14/24
Pipeline
Chris James
Value Proposition
1
Financial Services
$250,000
Existing Customer - Replacement
12/22/23
Pipeline
Chris James
Proposal/Price Quote
1
Maybach Opportunity
$95,000
Existing Customer - Upgrade
12/13/23
BestCase
Chris James
Want to print your doc?
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
Ctrl
P
) instead.