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This guide explains how to navigate and use Salesforce Opportunity integration in x-bees Info frame to manage your current Opportunities. CreateCreated: May 2024 Permalink: https://wildix.atlassian.net/wiki/x/igXOAQ |
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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
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
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
- 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