Opportunities are where you will Zebra Score, build Value Stories and create Sales Material as you progress through the sales stages.
Note: Users typically will create an account before creating an opportunity
- Click the large light blue circle icon with the + sign at the bottom right corner of the app and then click on the New Opportunity icon. Alternatively, you can click on the Opportunity screen (left-side nave bar) to open up the slide-out menu and then click on the light blue icon with the + sign at the top. Both will take you to the Opportunity creation wizard.
- Select the Account where you would like to create this opportunity
- Fill in all remaining fields that are required (required fields have a * symbol)
- Sales Term is the length of the expected contract (This can also be changed at a later time)
- Implementation Time is the time from contract closing to the time your customer begins to receive some benefit
- Click Create
- Click Finish