This section outlines the various enhancements provided for the Opportunity Management process at the opportunity line level. These includes the ability to create draft projects, win/lose/reopen options, and automatic quote line generation for draft projects. Opportunity lines function as child entities of Opportunities, enabling Sales teams to create multiple lines for individual solutions within an opportunity. This facilitates forecasting and budgeting based on each line, with the consolidated amount reflecting the Estimated Revenue.
While Opportunity lines are particularly relevant when proposing multiple services to Prospects and assessing their budgets, it’s important to remember that not every “Prospect” becomes a “Customer” immediately ready to accept all proposed services.
Negotiations and finalization typically occur at the Quote and Contract levels. Nonetheless, Opportunity lines empower Sales teams by allowing them to present multiple offerings with the possibility of increased service uptake, ultimately boosting scalability and efficiency.