❌ Problem: The opportunity page is not a good place to gather an overview of the complete scope of the sales opportunity. We cannot view contact fields, see appointment history, access notes and tasks that are not directly linked to the opportunity, or view existing custom objects, etc.

Currently, the contact page is a more effective page for sales. We would love to do all sales from the opportunity page without the need to enter the contact page.

✅ Solutions: Make the opportunity page the Ultimate Sales Overview.

From the Opportunity page:

➕ Let us see the opportunity data

➕ Let us see the contact data (activity, conversations, appointment history, etc.)

➕ Let us see the company data

➕ Let us view the custom objects data

➕ Let us see data from other opportunities that are associated with the contact or company

➕ Let us see notes and tasks at the same time

➕ Create the ultimate hub for assigning owners, followers, notes, tasks, etc, between associated objects.

Basically, let us view every piece of data that is somehow or another tied to the opportunity, the contact, the company, the custom object, etc.