Navigate sales OPPORTUNITIES dashboard

Familiarize yourself with the Aptivio dashboard, and begin to review and organize your sales opportunities

Aptivio > Opportunities Dashboard

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The Aptivio opportunities dashboard provides easy, intuitive access to all of the sales opportunities found within your coverage, ready for you to review, organize, and engage with.

STEP 1.  Open your Aptivio opportunities browser. If you are new to Aptivio and haven't signed in before, follow the first time user log in steps

You are provided with a snapshot of the alerts for opportunities in your Watch list, and the Challenges (unclaimed opportunities) funneled into 3 buckets:

  • Sales ready
  • Now or never
  • Nurturing

STEP 2.  Hover over an opportunity to review the alerts (changes in FASDER - Fit, Access, Demand, Stage, Engagement, Risk). Click on the opportunity to view the full opportunity alerts details in Aptiv Live.

Click the Aptivio icon to return to the opportunities browser.

STEP 3.  Review challenges for new opportunities to watch, by clicking on one of the challenges buckets (Ready, Now, Nurturing). Similar to opportunities you are watching in Aptiv Live, review the alerts (changes in FASDER - Fit, Access, Demand, Stage, Engagement, Risk) for this unclaimed opportunity and decide whether to add it to your watch list or dismiss it.

Click the Aptivio icon to return to the opportunities browser.

STEP 4.  Navigate directly to any section from the left panel menu of options.

Alerts on opportunities in your watch list

Opportunities you've shared with others, internally and externally

Your watch list

Unclaimed opportunities from the market monitor