Opportunity Type

For reporting/forecasting purposes, we'd like to make a distinction in opportunity types. It would be great if we can configure this in Salesbuildr when making a new opportunity or quote.

We would like to have the following opportunity types:

  • New logo (new customer)
  • Additional (more of the same product)
  • Seed (new product sold)
  • Renewal (retention of revenue).

Please authenticate to join the conversation.

Upvoters
Status

Done

Board
πŸ’‘

Feature Request

Date

About 2 years ago

Subscribe to post

Get notified by email when there are changes.