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 fields, tabs, and a user-defined middle section.

To open the Opportunity Detail view, click Opportunities on the Navigation Bar. The Opportunity List view is displayed. If required, use the Lookup to locate an opportunity, and then click the opportunity name.

On this page you can:

• Use the Lookup to search for records
• View a group
• Switch to the List View: On the toolbar click (List View), or click the current group tab.
• The Task Pane contains the Common Tasks section. In this section, you can:
  • Detail Report
  • Email
  • Mail Merge
  • Add Note
  • New Meeting
  • New Phone Call
  • New To-Do
• The Task Pane contains the Opportunity Tasks section. In this section, you can:
  • Add Quote.
  • Add Sales Order.
  • Promote (Infor CRM Back Office Extension only).
  • Request Workflow
  • Cancel Workflow
  • Click Refresh Pricing to retrieve prices for the products added to the Opportunities.

Information Fields

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

Detail View Tabs

Each tab displays specific information for opportunity related activities:

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

User Defined Section

You can drag and drop tabs into the user defined section.