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.
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Your security access determines what functions are available. Contact your administrator for any access rights changes. |
- On the toolbar click the List View
button, or click the current group tab.
On the Task Pane, under Common Tasks, you can:
On the Task Pane, under Opportunity Tasks, you can:
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.
