Opportunity Management

Sellers can create opportunities from existing accounts in Rox and add critical information to keep their team in sync

Creating an opportunity

1. Click on the New Opportunity button on the top right of the Opportunity board.

2. Select the account for which the opportunity is for and fill out the remaining fields

3. Click on Create

View activity

Connect your calendar and email to Rox and let our agent swarm do its magic! View all the activity (emails, meetings, call transcripts) related to an opportunity in the Activity tab and stay on top of an account

Store and organise your notes

Capture your notes and organise them in folders. The Rox Agent Swarm will use your notes as context and help you figure out next steps, risks, and more!

Assign tasks to stay on top of things

Managers can create and assign tasks to sellers to ensure no opportunity to grow the revenue slips by.

Let your agent fill you in

Sellers can jump to Command from directly within an opportunity and use the Agent to fill them in about the latest updates, get help drafting an email, identify risks, etc.