Linking Objectives and Opportunities

Altify can be configured so that you can associate your objectives with specific opportunities. You know this functionality is enabled if you see the Linked Opportunities button on the Objectives & Actions page - as indicated in the example below:

You can link multiple current opportunities (not potential or won opportunities) to an objective associated with the same account.

The following actions are explained in this topic:

Link an opportunity to an objective

To link your objective with an opportunity, do the following on the Objectives page:

  1. In the Data View or List View, click the paperclip icon for the relevant objective.

  2. In the [Objective Name]- Link Opportunities dialog, you will see the current opportunities belonging to the same account - as shown in the example below.

    You can use the advanced search options on the left to find the relevant opportunities. The following options are also available:

    • Show linked only: enable this toggle to only show opportunities that are already linked with your objective.

    • Select View: allows you to adjust the search criteria and result columns (these are defined by the opportunity view that is selected).

  3. Select the check box of each opportunity that you want link with your objective and then click Save.

View opportunities linked to objectives

There are two options for viewing opportunities linked with your account plan objectives:

  • Linked Opportunities: click this button to view all opportunities that are currently linked with an objective in your account plan.

  • View Objective: click this icon to open the Objective dialog. The Opportunities value ('2' in the example below) shows the number of opportunities that are linked with the objective. Click the value to access them.

Unlink an opportunity from an objective

To unlink an opportunity from a dialog, do the following:

  1. In the Data View or List View, click the paperclip icon for the relevant objective.

  2. In the [Objective Name]- Link Opportunities dialog, enable the toggle Show linked only (as indicated below) so that all the linked opportunities are listed.

    (This is good practice so that you don't unlink the wrong opportunity by mistake).

  3. Clear the check box of the opportunities or opportunities that you wish to unlink from the objective (as shown in the example below).

    (A check box in the header row allows you to unlink all the displayed opportunities if required).

  4. Click Save.