Opportunity
template-including-parent: false
template: Opportunity
Company: company
Name: opportunity name
Description: opportunity description
Value: $123
Winnability: X%
Created: <%today%>
Start: <%today%>
Close: <%today%>
phase: qualified - proposal - shortlisted - negotiation - won
Status: active - won - lost - deferred - dropped
Market: unknown - new - target - existing - core
Context: unknown - public domain - outline - detailed - indpeth
Contact: none - one_level - two_levels - multi_level - all_levels
DMU: not_met - met_one_role - met_some_roles - met_most_roles - met_all_roles
Drivers: unknown - no_pain/gain - no_attributed_value - quantified_pain/gain
Proposition: none - weak/no delivery - good/no delivery - strong/delivery gaps - strong/full delivery
Competition: unknown - multiple - two_or_three - single - preferred
Category: <span class="tag">#opportunity</span>
Logseq CRM Opportunity Metadata Template - A CRM you build as your business grows which enables you to manage customer relationships not just opportunities. The opportunity metadata template is for business opportunities created from contacts and meetings and captures the details on a single page. Visit www.logseqcrm.com to sign up for access to more tools
Shared by mumu