Using the Opportunity Detail View

Use the Detail view to see, add, or edit information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section.

Your security access determines what functions are available. Contact your administrator for any access rights changes. WebViewer users may not access full functionality.

How Do I?

Use the Lookup to search for records

View a group

information boxes

The opportunity information boxes contain the primary information about the opportunity. Users with appropriate permissions can edit these boxes. The opportunity snapshot appears in the upper section of the detail view as well.

detail view tabs

Each tab shows specific information you can use for opportunity related activities. Click a link to see more information about each tab.

Contacts Notes/History Sales Processes
Attachments Marketing Products
More Tabs Opportunity Summary Activities
Competitors Quotes Sales Orders
ERP Details    

user defined section

You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.

Related Topics

Opportunities Overview

Adding an Opportunity

Editing an Opportunity

Closing an Opportunity  

Deleting an Opportunity



What's New in this Release


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

Contact us:

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