Adding Opportunities in the Account Detail view

You can view information about the opportunities linked to the selected account. You can also create a new opportunity for the account.

To open the opportunities tab:

  1. Open the Account Detail view.
  2. Click the Opportunities tab. If the tab is not visible, click More Tabs.

To add an opportunity:

  1. Click (Insert new opportunity).

    The Insert opportunity dialog box opens.

  2. Specify opportunity information in the fields.
  3. Click (Save).

The Opportunities tab displays the following information:

Open
The number of opportunities and the total potential of all open opportunities for the account.
Closed-Won
The number of opportunities and the total potential of all closed and won opportunities for the account.
Closed-Lost
The number of opportunities and the total potential of all closed and lost opportunities for the account.
Inactive
The number of opportunities and the total potential of all inactive opportunities for the account.

The Opportunities tab grid has the following columns:

Opportunity Name
The opportunity description.
Status
The opportunity status.
Potential
The total revenue that could be generated by the opportunity.
Probability
The likelihood that the opportunity will be won.
Days Open
The number of days the opportunity has been open.
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