Opportunity Information Fields
This table describes the default information fields:
Field | Description/Action |
---|---|
Opportunity | The name given to the opportunity when it was added. For example, an opportunity name can 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 the company who is responsible for the account. Click (find the person or team within your organization that manages the account. | ) to
Reseller | The reseller that is associated to the opportunity. Click ( | ) to select a reseller.
Est. Close | The date the opportunity is estimated to close. Click ( | ) to select the date.
Close Probability |
The likelihood that a sale can be closed. Click the drop-down arrow and select an item from the list. |
Status | Status of an opportunity. Your company defines the opportunity status list. Click the drop-down arrow and select an item from the list. |
Add to Forecast | Indicates whether this opportunity must be included in forecast reports. |
Accounting System | The name of the connection to the integrated accounting application. Click ( | ) 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. |
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