Map Opportunity Type Field Values
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In App Setup, click on the Field Value Mapping - Opportunity Type screen.
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Map the Opportunity Type values to a Category and click "Save and Proceed."
Opportunity Type Mapping
Marketing and Sales come together to meet the forecasts needed for a successful business. By segmenting Opportunities by Opportunity Type Categories such as New Business, Renewal, and Upsell, Business leaders get a clearer picture of where investments need to hit the sales quota.
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New Business Category
Classify business types that are generated from New Prospects.
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Renewal Category
Classify business types that are generated from Existing Customers in new contract periods.
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Upsell Category
Classify Existing Customers who purchase goods (services/products) within a current contract.
Test New Ideas when the time is right
Typically many people are involved in the buying process, but your CRM doesn't reflect that. By connecting contacts with an Opportunity, you get the potential to improve and personalize the buying experience for your prospects.
Launch Big Bet Ideas when your ahead
Unlock new growth from testing "Big Idea" campaigns.
Guide your Existing Relationships
Grow your existing relationships and guide them during unprecedented times to come out ahead.
