The New Opportunity Manager

Streamlining the way sales works

Overview: What changed?

Slide 1

1. List view added (board view still remains too)

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

New way to view, sort and filter opportunities! And you can use Advanced Search now on opps!

2. New opportunity UI

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

Slides in from the right, doesn’t leave the screen you’re on for more fluent user experience!

Slide 2

The old way

Slide 3

To work on an opp, you needed to:

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

1. Go to the contact or account
2. Click on the opportunity
3. This loaded a new screen with the opp →
4. Hit “back” and reload to continue what you were working on

Slide 4

The new way

Slide 5

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

Whether you’re in the list of accounts, a specific account, or a specific contact ...

Slide 6

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

... just click the opportunity, and it will slide in from the right without leaving the screen!

Slide 7

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

When you’re done, just hit “x” top right to continue whatever you were doing!

Quick demo

Sliding in, taking action, closing to continue

Benefits of this new flow

Easy to work directly from the list of accounts or opps without reloading the list every time.
Easy to make quick notes in the opp and then continue working where you left off without reloading the page