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Opportunities Page Change: Presales and Direct engagement now Basic and Advanced Solutions

The names of the buttons for a new opportunity have been changed.  They were previously displayed as PRESALES and DIRECT.  To simplify the selection process, they have been renamed to BASIC and ADVANCED SOLUTIONS.  Basic Solutions are any products that require an application pack or survey.

BASIC SOLUTIONS- Formerly DIRECT engagement, is used for any product where the google doc (or app pack) will generate automatically.


ADVANCED SOLUTIONS - Formerly PRESALES, is used for any product where a pre-sales representative will be enlisted to work with the sales team.

TIP: Hovering over these buttons displays a list of products included under each topic.