Opportunities and Products All In One Place

What's the Problem? 

At the core of most orgs sit Opportunities. New Opps, upgrades, renewals, over time they can build up. Wouldn't it be better to see more information about your opps in one place, compare line items from one to the other and update them as you go, seeing them ordered based on when they were created or closed.

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See More

• Combine Opps and line item records into a single ordered View
• Sort all records by created or closed date, letting you see what was added when and in what order
• Add conditional formatting rules to highlight won and lost opportunities
• Colour code probability percentage 

Do More

• Create new Opps, without navigating elsewhere. Creating more than one at a time
• Make multiple updates to any of the rows quickly with inline or record editing
• Apply some cross object filters, so we can see open opps only
• Export our View into a csv with a click of a button 
• See existing files and attach new ones to our records

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TURN THIS….    

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INTO THIS