Manage opportunities
An opportunity refers to sales deal, which is created when a lead is ready to buy. With an opportunity, you can forecast sales revenue, set a potential close date, and factor in a probability for the sale to occur.
Work with opportunities
To manage opportunities efficiently, administrators can define the seller experiences, define the predictive scoring rules, and so on. Sellers can create opportunities, use predictive scores to improve the opportunity conversion, and win more deals.
The following table lists the tasks that each role performs to manage opportunities.
| Use case | Administrator | Seller/Sales Manager |
|---|---|---|
| Visualize your sales pipeline, get metrics, manage deals easily | Configure opportunity pipeline view | Manage opportunities using pipeline view |
| Manage all your sales records and related activities from a single view | Set focused view as the default view | View and manage records in focused view |
| Prioritize your opportunities based on predictive scoring | Configure predictive opportunity scoring | Prioritize opportunities through scores |
| Customize the details you want to capture while closing a deal | Customize the Opportunity Close form | Close opportunities as won or lost |
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