This dashboard provides the information specific to the selected opportunity.
One the top right corner of the dashboard, the user can see 4 buttons.
On the top left corner the opportunity name is mentioned. This is the same opportunity name as displayed in the opportunity table and CRM.
In the contact box, the first line is “Contacts linked to this opportunity” ahead of that, the number of contacts are mentioned in a bracket.
Below the opportunity name, there is a box showing all the the contacts associated with that opportunity.
These contacts are imported from CRM every time the sync runs.
The emails will help the AI to provide better insights about deals so a rep should always update the contacts for an opportunity as they occur.
Just after the contacts, there are opportunity metrics showed in 2 formats./