Layer Systems

Understanding Opportunities: Creating a work-stack based on the number of Tasks / Incomplete Tasks / Incomplete Tasks in future

Information on working with the Qualified status

Qualified and unqualified opportunities

Info on work stack creation and what we mean by "Next Task"

Creating a "Next Task" work stack for opportunities

Understanding Opportunities: Creating a work stack based on opportunity created date

You can use work stacks and reports to help you get visibility on additional funding requests

How to report on additional funding

How to configure, use, and report on opportunity classifications (e.g. New, Renewal, Up-sell)

Using opportunity classifications

How to process lost opportunities, and ways to monitor all lost opportunities

Understanding opportunities: losing opportunities and capturing reasons for loss

Find out how you can use work stacks to keep track of opportunities and highlight the ones that need your attention

Setting up forecasting categories for opportunities

Assets can be linked to new opportunities to enable a number of features

Linking assets to new opportunities

Details on the various factors involved with profit calculation

How is profitability information calculated for quotation lines?

How to se up multiple opportunity owners on The Layer. Choose the option that works best for you and your company.

Multiple Opportunity Owner - Set up

Opportunity Mail Sweep

This option allows for more flexibility when creating an opportunity work stack

Opportunity work stacks - filtering by primary and / or additional owner

Chris Smith

Opportunities

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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