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Opportunity Fields

This table explains the fields on the New Opportunity page:

Field

Description

Company

Company that the sales opportunity is with.

Person

Main contact person in the company for the sales opportunity.

Description

Short description of the opportunity.

Source

Source of the opportunity. For example, Trade Show, Customer Referral, Web.

Type

Type of opportunity or general area of product interest. For example, Services, License, Consulting, Mix.

Customer Ref

Customer reference code. For example, it could be a combination of a marketing campaign code and customer identifier.

Details

Detailed description of the sales opportunity.

Opened

Date the opportunity was received. Defaults to today's date.

Closed

Actual date the opportunity was closed.

Territory

Security territory. For more information, please refer to Territory Management.

Opportunity Currency

Read-only field, which comes from the Quote or Order. Please refer to the explanation of the Currency field on the Quotes tab for more information.

Wave Activity

The Campaign Wave Activity source of the opportunity (only available where Campaign Management is implemented).

Stage

Stage the opportunity is at. For example, Lead, Quoted, Negotiating.

Status

Status the opportunity is at. For example, In Progress, Won, Lost.

Priority

Priority. For example, Normal, Low, High.

Assigned To

Person responsible for the sale.

Team

Team responsible for the sale.

Close By

Forecast close date.

Total Quote Value

Read-only field. Gross Amount from the quotes associated with this opportunity where the Include In Quotes Total check box has been selected.

This value is not used for forecasting purposes.

If the quote is set to a Status of Inactive, the Gross Amount from the quote is deducted from the Total Quote Value.

When a quote is converted to an order, the Gross Amount of the quote is deducted from the Total Quote Value. If only one quote has the Include In Quotes Total check box selected, this value will be set to zero when the quote is converted.

Total Order Value

Read-only field. Gross Amount from the orders associated with this opportunity where the Include In Quotes Total check box was selected on the quote.

This value is populated when a quote is converted to an order. It is not used for forecasting purposes.

If the order is set to a Status of Inactive, the Gross Amount from the order is deducted from the Total Order Value on the opportunity.

 This table shows the Opportunity Status icons.

Status Icon

Description

In Progress

Won

Lost

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See Also:

Opportunity Fields

Creating a New Opportunity