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Opportunity Relationships

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Understanding who all the stakeholders are in relation to an Opportunity can assist you in building a sales plan, which identifies those people whose help you can enlist to influence decision-makers and, ultimately, win the deal.

Tip

The role that a person has in relation to an Opportunity does not have to match the job role they have within their organisation.

Workbooks allows you to record relationships between Opportunities and People/Organisations who are involved in the Opportunity in some way.  For example, you might want to record that a Person has an advisory role within an Opportunity or that a particular Organisation is competing for the same piece of business.

  • To record a relationship that a Person has with an Opportunity, open the People tab on the Opportunity and click Add Relationship.  Search for the appropriate Person and choose the right relationship from the dropdown picklist next to Relationship

    If you know how that Person feels about the deal, you can use the dropdown picklist next to Status to record this. It is then possible to email that person directly from the Opportunity record. After adding the relationship, click "Send Email" from the main tab of the Opportunity. If you have one person related to the Opportunity, the email recipient will automatically be populated in the "To" field of the email.
  • To record a relationship that an Organisation has with an Opportunity, open the Organisations tab on the Opportunity and click Add Relationship or Add Competitor.  Search for the appropriate Organisation and choose the right relationship from the dropdown picklist next to Relationship.  If you know how the Organisation feels about the deal, you can use the dropdown picklist next to Status to record this.

Related content

A sales Opportunity is a potential or pending sale. Workbooks helps you to record your Opportunities which enables you to track and analyse your sales pipeline. Using Opportunities you can: ...

Clicking on Start > Sales > Opportunities displays the Opportunities Landing Page.
The Opportunities Landing Page displays a choice of views including:
My Opportunities - a subset ...

Line Items in your Opportunity are used to record the products and/or services that your prospective customer may be interested in buying.
As with all grids in Workbooks, you can customise ...