[et_pb_section fb_built=\u00bb1″ _builder_version=\u00bb3.22″][et_pb_row column_structure=\u00bb3_4,1_4″ module_class=\u00bb et_pb_row_fullwidth\u00bb _builder_version=\u00bb3.25″ width=\u00bb89%\u00bb width_tablet=\u00bb80%\u00bb width_phone=\u00bb\u00bb width_last_edited=\u00bbon|desktop\u00bb max_width=\u00bb89%\u00bb max_width_tablet=\u00bb80%\u00bb max_width_phone=\u00bb\u00bb max_width_last_edited=\u00bbon|desktop\u00bb custom_padding=\u00bb27px|0px|0|0|false|false\u00bb make_fullwidth=\u00bbon\u00bb][et_pb_column type=\u00bb3_4″ _builder_version=\u00bb3.25″ custom_padding=\u00bb|||\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text _builder_version=\u00bb4.9.4″ custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb ul_text_shadow_style=\u00bbpreset3″]<\/p>\n
Opportunities are used to manage business cases and are used mainly by sellers.<\/strong> This functionality offers the possibility of registering, leading and closing business opportunities in the company.<\/p>\n Business opportunities in Teamogy can be linked to various documents. In practice, this means that once a salesperson completes a meeting, Teamogy creates a meeting report that is simply linked to the opportunity. All relevant documents are thus available directly from the Opportunity.<\/strong><\/p>\n You can also create tasks from each occasion and divide them among the responsible people.<\/strong> This way you can comfortably coordinate all the work leading to winning the Opportunity.<\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-07-02-v-11.07.39.png\u00bb title_text=\u00bbopportunity\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb0px|40px|40px|||\u00bb custom_padding=\u00bb0px|||||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb hover_enabled=\u00bb0″ ul_text_shadow_style=\u00bbpreset3″ sticky_enabled=\u00bb0″]<\/p>\n Each Opportunity includes important data:<\/strong><\/p>\n <\/strong><\/p>\n \n There are two views of Opportunities in the system – Opportunity statuses and Opportunity list.<\/strong><\/p>\n <\/strong><\/p>\n [\/et_pb_text][et_pb_text _builder_version=\u00bb4.9.0″ text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|-9px|||\u00bb ul_text_shadow_style=\u00bbpreset3″][\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-07-02-v-11.07.52.png\u00bb title_text=\u00bbopportunities\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb0px|40px|40px|||\u00bb custom_padding=\u00bb0px|||||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb ul_text_shadow_style=\u00bbpreset3″]<\/p>\n Opportunity statuses are defined as Potential, Qualification, Presentation, Proposal and Negotiation.<\/strong> These statuses can be easily changed.<\/p>\n [\/et_pb_text][et_pb_text _builder_version=\u00bb3.26.5″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb-14px|40px||||\u00bb custom_padding=\u00bb12px|0px||||\u00bb text_font_last_edited=\u00bboff|desktop\u00bb global_module=\u00bb14686″ saved_tabs=\u00bball\u00bb]<\/p>\n\n\n
\n Field<\/strong><\/td>\n Description<\/strong><\/td>\n<\/tr>\n \n Subject<\/strong><\/td>\n the name of the Opportunity<\/td>\n<\/tr>\n \n Opportunity value<\/strong><\/td>\n the estimated financial value of the Opportunity<\/td>\n<\/tr>\n \n Expected closing date<\/strong><\/td>\n an estimate of when the Opportunity will be closed<\/td>\n<\/tr>\n \n Next step date<\/span><\/strong><\/td>\n you can define the next step, its description and when it should be completed<\/span><\/td>\n<\/tr>\n \n Job<\/strong><\/td>\n an Opportunity can be paired to a Job, Internal or Client overhead<\/td>\n<\/tr>\n \n Owner<\/strong><\/td>\n the person who is responsible for the opportunity<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n \n\n
\n View<\/strong><\/td>\n Description<\/strong><\/td>\n<\/tr>\n \n Opportunity statuses (Kanban)<\/strong><\/td>\n display opportunities visually by their status. In this view, you can easily move each Opportunitiy by drag & drop from one status to another<\/td>\n<\/tr>\n \n Opportunity list<\/strong><\/td>\n provides a view of all opportunities. A very simple view in which you can filter and sort Opportunities<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n