0
14.1.0
Brazil, Australia Patch 3, Australia, Zurich, Yokohama
Standalone Application
Opportunity Management enables customers to create and track opportunities across the lifecycle of the customer journey. On an opportunity you can capture customer related details, customer requirements, products and services the customer is interested in, and interactions within the sales team or with external stakeholders.
- Create opportunity
- Create opportunity line items and opportunity line characteristics
- Capture needs on opportunity
- Capture opportunity tasks
- Clearly identify multiple stakeholders and accurately qualify opportunities with associated contacts and their defined roles.
- Enable structured collaboration among stakeholders in the team to close opportunity efficiently.
- Allocate credit and revenue from a single opportunity among several sales representatives and territories, ensuring accurate attribution and fair compensation.
- Send and receive emails on opportunity
- Schedule appointments on opportunity
- Manage opportunities with Kanban view
- Create quotes from opportunity
- Collaborate from the opportunity context via sidebar integration with Microsoft Teams
New:
- Sales CRM Mobile experience for Opportunities : includes opportunity list view, record view, opportunity line items, pipeline health, task management, meetings, quick access, and account record view
- Opportunity summarization for the mobile experience
Changed:
- Allocation number field in Manage Allocations is now read-only to avoid confusion during split creation
- Primary quote field is now available as part of the core opportunity data model
- Internal platform upgrades to improve performance, stability, and readiness for upcoming features
Fixed:
- Resolved "One or more property values are invalid" error when loading the Manage Allocations page
- Fixed allocation percentage validation incorrectly flagging totals that equal 100%
- Fixed issue where Opportunity Allocations (Revenue and Overlay) could not be set on the opportunity
- Net New ACV now syncs correctly from Quote to Opportunity
- Improved Quote-to-Opportunity sync logic and performance
- Resolved high response times on Economic Buyer and Champion save operations
- Fixed plugin dependency errors during application installation
Not applicable for this application version.
- Required plugins and products
- Opportunity Management Data Model (com.sn_l2c_oppty_mgmt_data_model)
- Dependencies
- Sales Common (com.snc.l2c_core)
- Properties that need to be created or set to activate the content pack
- Affected business rules
- Affected script includes
- .jar files that need to get uploaded, if applicable
- CRM data access for Opportunity team members via Responsibility framework will require minimum platform version as Zurich Patch 3