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: