0
6.0.0
Yokohama, Xanadu, Washington DC
Opportunity Management enables customers to create and track opportunities across the lifecycle of the customer journey. On an opportunity you can capture customer related details, customer requirements, products and services the customer is interested in, and interactions within the sales team or with external stakeholders.
- Create opportunity
- Create opportunity line items and opportunity line characteristics
- Capture needs on opportunity
- Capture opportunity tasks
- Send and receive emails on opportunity
- Schedule appointments on opportunity
- Manage opportunities with Kanban view
- Create quotes from opportunity
- Collaborate from the opportunity context via sidebar integration with Microsoft Teams
New changes in this release
Support product configurator on Opportunity
This feature enables customers to customize bundled products and products with complex characteristics in the product catalogue.
Post-upgrade task: Run scheduled job 'Revise existing opportunities on upgrade' to update existing opportunity lines that were created prior to the upgrade, to follow a parent-child hierarchy relationship.
Support Sales forecasting on Opportunity
This feature enables Sales team to forecast on Opportunities and gain sales insights on conversion trends.
- Required plugins and products
- Opportunity Management Data Model (com.sn_l2c_oppty_mgmt_data_model)
- Dependencies
- Sales Common (com.snc.l2c_core)
- Properties that need to be created or set to activate the content pack
- Affected business rules
- Affected script includes
- .jar files that need to get uploaded, if applicable
- Sidebar chat integration with Teams on Opportunity will require minimum platform version as Xanadu
- To show amount roll up value for each lane in kanban board, requires minimum platform version as Yokohama