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Using Opportunity Manager (General Experience)

Accessing Opportunity Manager
Creating Opportunities
Opportunity Details Page

Accessing Opportunity Manager

To access Opportunity Manager, open mOS and on the left side of the platform, you’ll see a new menu tab: Opportunities, in your mOS Accounts.

Opportunity List Page

When users open Opportunities, they land on the Opportunity List Page, where they can:

  • View all opportunities with MEDDPICC elements visible
  • Filter and prioritize which deals to focus on
  • Update MEDDPICC element strength directly from the list

MEDDPICC element states:

  • New opportunities show elements in white (not evaluated yet)
  • Once an element is given a strength, it cannot return to white

Creating Opportunities

New opportunities can be added in two ways:

  • Through the CRM (if CRM integration is enabled)
  • Using the New Opportunity button (if no CRM integration)


Opportunity Details Page

When a user selects an opportunity, they enter the Opportunity Details Page, split into three areas:

1. Opportunity Parameters - Users can view and edit opportunity details such as:
  • Opportunity name
  • Stage
  • Value
  • Close date

If the opportunity is CRM-synced, updates in mOS will reflect in the CRM.

2. MEDDPICC Elements Panel - Users can view and update MEDDPICC elements by clicking into each element.

For each element, users can:

  • Set qualifying strength
  • Add notes
  • Review suggested questions
  • Add quotes from calls
  • Access recommended resources

Future enhancement: notes and insights may be populated via call recording intelligence.

3. Stakeholders - Users can add and manage opportunity stakeholders including:
  • Persona / role
  • Relationships
  • Stakeholder map visualization

Stakeholder Table

Stakeholder Information Panel