Reseller Opportunities Tab

You can use the Reseller Opportunities tab on the Account Detail view to view opportunity information for resellers. The Reseller Opportunities tab displays a list of the opportunities that the account is a reseller for.

How Do I?

Open the Reseller Opportunities tabClosed

  1. Open the Account Detail view.
  2. Click the Reseller 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 Reseller 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.

Columns in the Reseller Opportunities tab grid display the following information:

  • Opportunity Name - The opportunity's description. Click the hyperlink to open the Opportunity Detail view.
  • 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.

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.