Gallery
Account Hub
Share
Explore
Account details

icon picker
Opportunities (Salesforce)

so-so
All the active opportunities with this account (requires Salesforce integration).
View of Opportunities
2
Search
Stage
i
See Details
Name
i
Amount
i
Opportunity Type
i
Close Date
i
Forecast Category
i
Opportunity Owner
Qualification
2
AMG Formula 1 Oppty New
$15,000
New Customer
10/22/22
Omitted
Chris James
Performance Powertrains
$70,000
New Customer
2/4/24
Omitted
Chris James
Closed Won
3
Maybach Opportunity
$95,000
Existing Customer - Upgrade
12/13/23
Closed
Chris James
Mercedes EMEA
$800,000
Existing Customer - Upgrade
12/6/23
Closed
Chris James
Benz Opportunity
$500,000
Existing Customer - Upgrade
2/14/24
Closed
Chris James
Negotiate
1
Mercedes E-mobility!
$10,000,000
Existing Customer - Replacement
8/18/23
BestCase
Chris James
Demo
1
Financial Services
$250,000
Existing Customer - Replacement
12/22/23
Pipeline
Chris James


Share
 
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.