The following enhancements have been made to the opportunity application

• Only open opportunities are shown by default in the initial list, with the option to show closed opportunities on request
• Minor improvements in layout and alignment. Icons for “change role”, “add note” and “open sales activities for this contact” in the contact tab were combined into a single column
• Employees can now be entered as opportunity contacts in addition to client contacts and external partners previously supported
• Option to create sales activities for follow-ups, emails, send quotes, schedule demos etc. (any activity type) from the opportunity header panel by selecting activity type from the drop-down menu
• Only automatically add an activity configured by opportunity stage if there is not already a similar open activity
• Fix to entry of reason for loss when marking an opportunity as lost
• Reminder column in sales activity tab so that reminders can be configured without drilling down to task details. Reminders automatically send emails to the person responsible for or assigned to carry out a sales activity if the activity is not completed before its start or finish date
• Email type of sales activity which automatically sends an email to the client. Type the email text into the activity description and iBE will automatically email your client this information, and log the email in the opportunity as an activity
• Fix to order of list entries for acquisition timeframe and number of employees
• Changes to the opportunity close and start dates are now automatically cascaded down to the opportunity forecast, adjusting the dates of forecast revenue for each product or service over the timeline of the opportunity’s planned delivery. Adjustments are made by offsetting each forecast date by the same number of days as the change in close / start date. Changes to end date do not impact the forecast
• Extended the list entries for distribution profile in forecast tab to add “fiscal period”, “yearly” and “adhoc dates” as profile options, to compliment existing options for up-front, back-loaded, linear or flat-lined, monthly or quarterly. These new options provide complete flexibility to enter opportunity forecasts spreading the anticipated revenue over any timeline and with a wide range of revenue distribution options. The “adhoc dates” option even allows you to enter specific payment milestones and when they are likely to occur
• The default owner for an opportunity is enhanced to adopt the customer’s account rep. if found, or the current user if not found