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    CRM Contents For Create Opportunity

    Uploaded by

    Dhanshri Bhandare
    The document provides key details about a debt syndication opportunity including the opportunity name, service type, account name, opportunity amount, current sales stage, referral source, lead source, information sharing status, mandate signed date, mandate end date, assigned sales representative, and a brief description including contact details. The specific opportunity involves a takeover plus enhancement of 34 crores and an unsecured loan of 3 crores for Rocktech Engineers referred by CA Satish Dakare and rated BBB-/stable by CRISIL for 52.7 crores total.

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    CRM Contents For Create Opportunity

    Uploaded by

    Dhanshri Bhandare
    8 views2 pages
    The document provides key details about a debt syndication opportunity including the opportunity name, service type, account name, opportunity amount, current sales stage, referral source, lead source, information sharing status, mandate signed date, mandate end date, assigned sales representative, and a brief description including contact details. The specific opportunity involves a takeover plus enhancement of 34 crores and an unsecured loan of 3 crores for Rocktech Engineers referred by CA Satish Dakare and rated BBB-/stable by CRISIL for 52.7 crores total.

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    Original Title

    CRM contents for create opportunity

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    The document provides key details about a debt syndication opportunity including the opportunity name, service type, account name, opportunity amount, current sales stage, referral source, lead source, information sharing status, mandate signed date, mandate end date, assigned sales representative, and a brief description including contact details. The specific opportunity involves a takeover plus enhancement of 34 crores and an unsecured loan of 3 crores for Rocktech Engineers referred by CA Satish Dakare and rated BBB-/stable by CRISIL for 52.7 crores total.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    8 views2 pages

    CRM Contents For Create Opportunity

    Uploaded by

    Dhanshri Bhandare
    The document provides key details about a debt syndication opportunity including the opportunity name, service type, account name, opportunity amount, current sales stage, referral source, lead source, information sharing status, mandate signed date, mandate end date, assigned sales representative, and a brief description including contact details. The specific opportunity involves a takeover plus enhancement of 34 crores and an unsecured loan of 3 crores for Rocktech Engineers referred by CA Satish Dakare and rated BBB-/stable by CRISIL for 52.7 crores total.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 2

    Sr.

    no Contents
    1 Opportunity Name
    2 Service
    3 Account Name
    4 Opportunity amount

    5 Sales stage

    6 Referral
    7 Lead source
    8 Is the information shared
    9 Mandate signed date
    10 Mandate end date
    11 Assigned to

    12 Description
    For example
    Debt syndication
    Takeover plus enhancement (34 Crs) And unsecured loan (3 Crs)
    Rocktech Engineers

    CA, Mr. Satish Dakare

    Yes (partially)

    Dhananjay Vishe & Rohit Jadhav


    Rated with CRISIL rating "BBB-/stable" for 52.7 Crs.
    Contact details: Mr. Satish Dakare [phone number: 9370019933, and
    email id: casatishsdakare@gmail.com]

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