Opportunities Enhancement

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Opportunities Enhancement

Sr. Product Manager
Sr. Product Designer
2 minutes read
Published:
Last updated: July 05, 2024

We are thrilled to announce our new Enhanced Opportunities, created to help you generate, monitor, and predict revenue more effectively.

You can now create up to 3 opportunity boards, easily add tasks to each opportunity, and have a better understanding of your organization's forecast, along with several other minor improvements.

Let’s dive through all the new and updated features!

Multiple Opportunity Boards for Different Goals*

Multiple Opportunity boards for different goals

Supporting the addition of multiple opportunity boards allows admins to establish distinct goals, under which they can categorize various opportunities. This feature enables them to manage and plan budgets for different activities more effectively, providing clear organizational benefits and enhancing strategic planning.

Forecast View*

Forecast View

The forecast view predicts your revenue based on the expected close date of each deal. This date represents when you anticipate the deal will be finalized, either as WON or LOST.

Add Tasks Straight from the Opportunity Card

Add tasks straight from the opportunity card

Adding accountability through tasks to an opportunity is very important. Therefore, we have decided to make this feature easily accessible and place it at the forefront of the opportunity card.

Total Amount Overview of All Deals

Total amount overview of all deals

Do you want to know the total amount of all deals in your pipeline? We've added this view at the top left corner, so you can always see the total amount. If you have multiple currencies, the total amount will be broken down when you hover over it.

*Please note that Multiple Opportunity Boards and Forecast View are premium features of our advanced CRM, available as a paid add-on.

Stay Tuned!

For any questions, as always, reach out to our Customer Support. To learn more about Glue Up and how it can help your organization, book a free demo today.
 

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