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Opportunities

This is where you manage the opportunities with your clients
My Opportunities
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#Opty /Stage
7
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Opportunities by amounts
7
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Add Client
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Add Influencers
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Opportunities
7
01-Discovery
1
02-Proposal
2
03-Negociate
2
04-Closed Won
3
05-Closed Lost
1
Full CRM package - 3 year contract
Acme Inc
10/31/2023
$500,000.00
Sam Sam
100K 2 year contract Sales cloud
Acme Inc
6/30/2023
$100,000.00
Sam Sam
Sell enterprise package
Rush Trucks
8/31/2023
$300,000.00
Full CRM package - 3 year contract
Rush Trucks
10/31/2023
$500,000.00
Sam Sam
Service cloud Enterprise edition - 200K
Volvo Trucks
6/3/2023
$200,000.00
Sell enterprise package
Cummins Inc
8/31/2023
$300,000.00
Full CRM package - 3 year contract
Cummins Inc
3/31/2023
$500,000.00
Sam Sam
Full CRM package - 3 year contract
Prevost Bus
5/30/2023
$500,000.00
Sam Sam
Full CRM package - 1 year contract
Prevost Bus
5/30/2023
$500,000.00
Sam Sam
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Opportunities List
7
Opportunity
Client
Stage
Close Date
Notes
Opportunity Amount
Influencers
Competitors
Owner
Select
1
100K 2 year contract Sales cloud
Acme Inc
02-Proposal
6/30/2023

$100,000.00
Mary Smith
Indiana Jones
Competitor 1
Sam Sam
2
Full CRM package - 3 year contract
Rush Trucks
03-Negociate
10/31/2023

$500,000.00
Jancy Jay
Mary Smith
Competitor 1
Sam Sam
3
Sell enterprise package
Rush Trucks
02-Proposal
8/31/2023

$300,000.00
Jancy Jay
Sam Billings
Competitor 2
​
4
Service cloud Enterprise edition - 200K
Volvo Trucks
03-Negociate
6/3/2023

$200,000.00
Indiana Jones
John Doe
Competitor 1
​
5
Sell enterprise package
Cummins Inc
04-Closed Won
8/31/2023

$300,000.00
Jancy Jay
Sam Billings
Competitor 2
​
6
Full CRM package - 3 year contract
Acme Inc
01-Discovery
10/31/2023

$500,000.00
Jancy Jay
Mary Smith
Competitor 1
Sam Sam
7
Full CRM package - 3 year contract
Cummins Inc
04-Closed Won
3/31/2023

$500,000.00
Jancy Jay
Mary Smith
Competitor 1
Sam Sam
8
Full CRM package - 3 year contract
Prevost Bus
04-Closed Won
5/30/2023

$500,000.00
Jancy Jay
Mary Smith
Competitor 1
Sam Sam
9
Full CRM package - 1 year contract
Prevost Bus
05-Closed Lost
5/30/2023

$500,000.00
Jancy Jay
Mary Smith
Competitor 1
Sam Sam
There are no rows in this table
$3,400,000.00
Sum
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