Overview of Opportunity Manager

Opportunity Manager helps sales users to manage and optimize their opportunities. Its features include:

  • Assessment (with quicklinks)
  • Relationship map
  • Insight map
  • Competitive strategy
  • PRIME actions
  • Altify Max coaching
  • Chatter feeds
  • Altify Learning courses and online help
  • Export to Powerpoint file

To add the Opportunity Manager launchpad (shown below) to your Salesforce Opportunity records, see the Altify Installation Guide.

To configure the launchpad, see Controlling Visibility of Opportunity Manager and Custom Features.

Relationship Map administration tasks are dealt with in the Relationship Map Administration Guide.