Our team is excited to share that the Intelligence Report and Indicator Feed Opportunities now support a dedicated Opportunity Value field. Our team will provide the value of the opportunity as defined in the source document, where applicable.
Where can I view the Opportunity Value?
The opportunity value will be displayed on the single opportunity view, beneath the opportunity owner details. It will display across both intelligence report opportunities, and indicator feed opportunities where the data is available or applicable.
How can I update the Opportunity Value?
As you and your team pursue an opportunity, the opportunity value may change. You and your team have the ability to update the opportunity value by clicking the “update button” on the right hand side of the opportunity value field, on the single opportunity view. Upon clicking update, you will see an update modal as follows
From the update opportunity value modal, you have the ability to update an existing value, or remove a value entirely.
How can I remove an opportunity value?
To remove an opportunity value, simply click “remove” in the update opportunity modal. A remove opportunity value modal will display. Click remove, and this will confirm the removal of the opportunity value.
How can I add an opportunity value where one has not been provided?
In some cases, an opportunity value may not be provided by our team. In this case, the opportunity value will display as unknown. To add a new opportunity value, simply click “update” beside the opportunity value field. An update opportunity modal will display, simply add a value and click submit.
