Opportunities Tab - 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.

How Do I?

Open the opportunities tabClosed

  1. Open the Account Detail view.
  2. Click the Opportunities tab. If the tab is not visible, click the More Tabs tab.
Add an opportunityClosed
  1. Click the Insert New OpportunityClosed button.
    The Insert Opportunity dialog box opens.
  2. Enter opportunity information in the boxes.

  3. Click SaveClosed

The Opportunities tab displays the following information:

  • Open - Displays the number of opportunities and the total potential of all open opportunities for the account.
  • Closed-Won - Displays the number of opportunities and the total potential of all closed and won opportunities for the account.
  • Closed-Lost - Displays the number of opportunities and the total potential of all closed and lost opportunities for the account.
  • Inactive - Displays 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 - Displays the opportunity description.
  • Status - Displays the opportunity status.
  • Potential - Displays the total revenue that could be generated by the opportunity.
  • Probability - Displays the likelihood that the opportunity will be won.
  • Days Open - Displays the number of days the opportunity has been open.

Related Topics

Accounts Overview

Opportunities Overview

Edit an Opportunity

Close an Opportunity

Delete an Opportunity

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Other Resources

 

Getting Started with Infor CRM Web Client

Infor CRM Quick Reference for the Web User

Getting Started with Infor CRM Back Office Extension

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.