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Opportunity Type

Feature Request

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).
Status: Done2 comments

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Comments2

  • Victor Raessen

    Team•

    Mar 10

    **Victor Raessen** (2024-02-23): Hi Leon, for this you can leverage the Opportuity Categories in Autotask. If you create them there, you can select them in the opportunity in Salesbuildr.

  • Victor Raessen

    Team•

    Mar 10

    **Leon Flikkenschild** (2024-03-08): Hi Victor, We can add the categories, however currently whenever a quote is created a default opportunity category is assigned. It would be better if we can select an Opportunity Category when creating a quote, because currently this needs to be manually changed in each opportunity afterwards which increases the chances of mistakes. Even better would be if Salesbuildr automatically detects whether it's a seed or additional based on the quote items, but not sure if this is possible.