Example
Opportunities
View of Opportunities
Stage
Record
Opportunity ID
Name
Last activity
Duration
Send message or notify user
Amount
Probability
Expected amount
Close date
Lead source
Closed
Forecast category
Campaign ID
Created date
Last modified date
Owner ID
Qualification
1
006Dn000004sKFCIA2
Dickenson Mobile Generators
2/13/2024
497 days ago
Notify Owner
$15,000.00
10%
$1,500.00
10/24/2022
Purchased List
Pipeline
12/15/2022, 2:06 AM
12/15/2022, 2:06 AM
005Dn000001yBM4IAM
$15,000.00
Sum
Negotiation/Review
2
006Dn000004sKFEIA2
United Oil Office Portable Generators
3/3/2024
478 days ago
Notify Owner
$125,000.00
90%
$112,500.00
10/12/2022
Pipeline
12/15/2022, 2:06 AM
12/15/2022, 2:06 AM
005Dn000001yBM4IAM
006Dn000004sKFOIA2
United Oil Installations
3/5/2024
476 days ago
Notify Owner
$270,000.00
90%
$243,000.00
10/8/2022
Pipeline
12/15/2022, 2:06 AM
12/15/2022, 2:06 AM
005Dn000001yBM4IAM
$395,000.00
Sum
Id. Decision Makers
3
006Dn000004sKFfIAM
GenePoint Lab Generators
3/7/2024
474 days ago
Notify Owner
$60,000.00
60%
$36,000.00
12/5/2022
Pipeline
12/15/2022, 2:06 AM
12/15/2022, 2:06 AM
005Dn000001yBM4IAM
006Dn000004sKFIIA2
Grand Hotels Kitchen Generator
3/11/2024
470 days ago
Notify Owner
$15,000.00
60%
$9,000.00
9/2/2022
Pipeline
12/15/2022, 2:06 AM
12/15/2022, 2:06 AM
005Dn000001yBM4IAM
006Dn000004sKFdIAM
Edge Emergency Generator
3/13/2024
468 days ago
Notify Owner
$35,000.00
60%
$21,000.00
12/17/2022
Pipeline
12/15/2022, 2:06 AM
12/15/2022, 2:06 AM
005Dn000001yBM4IAM
$110,000.00
Sum
Proposal/Price Quote
2
006Dn000004sKFGIA2
United Oil Refinery Generators
3/4/2024
477 days ago
Notify Owner
$270,000.00
75%
$202,500.00
11/26/2022
Pipeline
12/15/2022, 2:06 AM
12/15/2022, 2:06 AM
005Dn000001yBM4IAM
006Dn000004sKFUIA2
University of AZ Installations
3/14/2024
467 days ago
Notify Owner
$100,000.00
75%
$75,000.00
9/8/2022
Employee Referral
Pipeline
12/15/2022, 2:06 AM
12/15/2022, 2:06 AM
005Dn000001yBM4IAM
$370,000.00
Sum
Value Proposition
2
006Dn000004sKFNIA2
Express Logistics Portable Truck Generators
2/6/2024
504 days ago
Notify Owner
$80,000.00
50%
$40,000.00
9/5/2022
External Referral
Pipeline
12/15/2022, 2:06 AM
12/15/2022, 2:06 AM
005Dn000001yBM4IAM
006Dn000004sKFJIA2
Grand Hotels Guest Portable Generators
3/8/2024
473 days ago
Notify Owner
$250,000.00
50%
$125,000.00
12/11/2022
Employee Referral
Pipeline
12/15/2022, 2:06 AM
12/15/2022, 2:06 AM
005Dn000001yBM4IAM
$330,000.00
Sum
Prospecting
1
006Dn000004sKFMIA2
Pyramid Emergency Generators
2/22/2024
488 days ago
Notify Owner
$100,000.00
10%
$10,000.00
10/20/2022
Phone Inquiry
Pipeline
12/15/2022, 2:06 AM
12/15/2022, 2:06 AM
005Dn000001yBM4IAM
$100,000.00
Sum
Perception Analysis
1
006Dn000004sKFVIA2
Express Logistics SLA
3/12/2024
469 days ago
Notify Owner
$120,000.00
70%
$84,000.00
9/6/2022
External Referral
Pipeline
12/15/2022, 2:06 AM
12/15/2022, 2:06 AM
005Dn000001yBM4IAM
$120,000.00
Sum
Needs Analysis
1
006Dn000004sKFcIAM
United Oil Plant Standby Generators
2/8/2024
502 days ago
Notify Owner
$675,000.00
20%
$135,000.00
11/5/2022
Pipeline
12/15/2022, 2:06 AM
12/15/2022, 2:06 AM
005Dn000001yBM4IAM
$675,000.00
Sum
$2,115,000.00
Sum
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