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The New Opportunity Manager 

Streamlining the way sales works

Overview: What changed?

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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!

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The old way
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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

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The new way
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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 ...

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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!

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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!

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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

Details of the new opp manager slide-in

Same info, just new UI

Same info, just new UI

  • Tabs still remain

  • Custom fields still remain

  • Cleaner UI

Main info easily viewable

The same tabs as before

Notes

Collapsible sections

Collapsible sections

  • Each section is now possible to close and open
  • Click the arrow to open or close the section
  • Makes it easier to find what you’re looking for

Custom fields

Custom fields

  • Open the “Opportunity fields” section to see all your fields
  • All your info and fields are still there, but with a nicer looking UI

Products

Products

  • Products are now at the bottom
  • Add and remove products easily
  • Total value still automatically updates

Tasks now include recommendations and smart mails!

Details of the new opp manager

New list view added for each management of all opps

Advanced search for opportunities!

Advanced search for opportunities!

Search includes things such as:

  • Create, close, update dates
  • Standard fields such as value, status, owner, probability, etc.
  • Products
  • Any custom field

Finally possible to switch opportunities’ account!