Opportunities in Slant help you track potential deals and sales pipelines. They provide a visual way to manage your sales process, track potential revenue or AUM, and monitor the progress of deals through different stages.

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Key features

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Sales pipelines

Opportunities are organized into pipeline stagesthat represent your sales process. You can add an opportunity to either your Prospects or Client pipeline. Each pipeline:
  • Has a name and value type (revenue or AUM).
  • Contains multiple stages that opportunities move through.
  • Can be customized to match your specific sales workflow.

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Pipeline stages

Stages represent the different phases of your sales process. Stages are:
  • Customizable - Create stages that match your sales workflow.
  • Visual - Opportunities are displayed in columns by stage.
  • Progressive - Move opportunities between stages as deals progress.
  • Meausreable - Track total value and opportunity count per stage.

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Opportunity cards

Each opportunity includes key information:
  • Name and description - Details about the potential deal.
  • Value - Potential revenue or AUM amount.
  • Probability - Percentage chance of closing (0-100%).
  • Target close date - Expected closing date.
  • Owner - Team member responsible for the opportunity.
  • Contact - Associated client or prospect.