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