Opportunity Value Card
Allows the user to follow the Command of the Message methodology for a given Opportunity.
MEDDPICC Qualifier
Allows the user to follow the MEDDPICC methodology for a given Opportunity.
Guided Assessment
Self-assessment tool for Reps that assess positioning within an active deal. Highlights areas of strengths and gaps, pointing Reps in the direction of where more research or work needs to be done.
Manager Coaching & Feedback
Feature within the Guided Assessment component that allows a Rep’s manager to leave deal feedback and assign action items with due dates.
Opportunity Manager Alerts
Displays any alerts that may apply to the Opportunity such as field requirements, etc. chosen by your organization. Reach out to your SFDC administrator for questions on alerts you are seeing.
Quick Links
Displays a list of links to useful documents or learning content.
