Opportunity Management

4. This provides an indicator of where an Opportunity is in the Opportunity lifecycle.
9. A new-to-Bank or other potential Customer that does not yet have a profile in CommSee.
10. A type of Opportunity created through self-service analytical identification.
16. Specifies the high-level category that a customer need falls into.
20. Always an interaction with a customer.
21. An agreed meeting between customers and team.
22. The trigger from which the Opportunity is created.
23. The Employee Responsible and Creator are examples of this.

1. This indicates how the Opportunity was created (i.e. if it is Customer-Initiated, Broker Connect)
2. An Activity that is a reminder to make with a customer or team member.
3. The overall outcome of an Activity on an Opportunity.
5. Is the potential need or interest of a prospect or existing customer that is likely to result in a sale or service.
6. An opportunity that is the result of a walk in enquiry or submitted online.
7. How we manage our sales Opportunities and Prospects.
8. This tells you where an Opportunity is up to.
11. Pre-qualified and centrally distributed.
12. Team or team member who is responsible for progressing and resolving the Opportunity.
13. The team or team member who receives credit for identifying the Opportunity.
14. Completed in the course of actioning an Opportunity and does not involve the customer.
15. The specific customer need that is often captured in the propose stage.
17. The achievement of dates of the optional and mandatory Activities relating to the Opportunity.
18. This is the team or team member who enters the Opportunity record in CommSee and may be different to the Opportunity Originator.
19. This is an Activity that records a communication between a team member and a customer.