Opportunity Information Boxes
The following table describes the default information boxes.
| Box | Description/Action |
|---|---|
| Opportunity | The name given to the opportunity when it was added. For example, an opportunity name could be: XYZ Company Headquarters-Phase 1. |
| Account | The account targeted for the opportunity. Click the hyperlink to go to the Account Detail view. |
|
Acct. Mgr. |
The individual in your company who is
responsible for the account. Click the Find  button to find the person or team within your organization that manages the account. |
| Reseller | The reseller that is associated to the
opportunity. Click the Find button to select a reseller. |
| Est. Close | The date the opportunity is estimated
to close. Click the Calendar button to select the date. |
|
|
The likelihood that a sale will close. Click the |
| Status | Status of an opportunity. Your company
defines the opportunity status list. Click the |
| Add to Forecast | Indicates whether this opportunity will be included in forecast reports. |
| Accounting System | The name of the connection to the integrated accounting application. Click the Find button to select an accounting system. (Accounting Integration Only) |
| Price List | The price list associated to the sales order. Only price lists associated with the selected accounting system display. The price list lookup is unavailable until the Accounting System is selected. (Accounting Integration Only) |
| Comments | Additional information about the opportunity. |
