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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