JavaScript required
We’re sorry, but Coda doesn’t work properly without JavaScript enabled.
Gallery
Account Hub
Share
Explore
Gallery
Account Hub
Account Hub
Executive summary
Account research
Account team plan
Account details
Salesforce setup
Meeting notes (Salesforce)
Opportunities (Salesforce)
Stakeholder mapping (Salesforce)
Account details
Opportunities (Salesforce)
All the active opportunities with this account (requires Salesforce integration).
View of Opportunities
View of Opportunities
2
Name
Stage
Close Date
Opportunity Type
Forecast Category
Search
Stage
i
See Details
Name
i
Amount
i
Opportunity Type
i
Close Date
i
Forecast Category
i
Opportunity Owner
Stage
i
See Details
Name
i
Amount
i
Opportunity Type
i
Close Date
i
Forecast Category
i
Opportunity Owner
Closed Lost
3
Mercedes E-mobility!
$10,000,000
Existing Customer - Replacement
8/18/24
Omitted
Chris James
Maybach Opportunity
$95,000
Existing Customer - Upgrade
12/13/23
Omitted
Chris James
Benz Opportunity
$500,000
Existing Customer - Upgrade
2/14/24
Omitted
Chris James
Gallery
Share
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
Ctrl
P
) instead.