Opportunity Timeline is important to understand how you and your team is interacting for a particular opportunity.
- Greater Visibility - Gives the manager greater visibility for each opportunity.
- For each opportunity you can now see the interactions done by your team and the client team
- Understand the events (when the opp was created, when a proposal was created, when the value of the opp was changed, etc) on the Opportunity Timeline.
- You can also see the activities between any specific dates.
- Go to Opp —> Click any Opp —> Click “View Opportunity Timeline"
Relatas is the Sales AI platform that successful B2B sales teams use for Sales Forecasting, Account Management and Sales Execution using Relationship Intelligence and AI. Relatas helps Sales Professionals sell better and faster, with NO-DATA-ENTRY & helping Sales Managers reduce revenue loss and better sales forecasting.
To know more about how Relatas can help you sell better or for a personalized demo, send us a mail: firstname.lastname@example.org