Page Comparison

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1. Track Opportunity stages

   • You can track the various stages of the Opportunity (Working, Qualifying etc)
   • To view more details or change the Opportunity stage, click Open in Salesforce button to directly open it 

2. View and edit Opportunity summary

   • To view or edit the Opportunity summary including Key Info, Wildix Partner Target Score and Value Prompter, navigate to the Opportunity summary section
   • To enter editing mode, click on the Pencil icon next to the summary 
   • Make the necessary changes in the provided fields
   • Once editing is complete, click Save button to save your changes

3. View Contacts connected to Opportunity

   • To view the Contacts associated with the Opportunity, navigate to the Contact roles section
   • You can check Title and Role of each Contact
   • To view more details about each Contact, click on the dedicated icon next to the Contact roles to directly open them
4. View and edit Notes or add new ones
   • To view Notes associated with the Opportunity, navigate to the Notes section
   • To edit a note, click on the Pencil icon next to the relevant note
   • To create a new note, click on the More (three dots) icon and choose New or click Add Note under the Open in Salesforce button at the top of the Salesforce Opportunity section