Adding Opportunities in the Account Detail view

You can view information about the opportunities linked to the selected account. You can also create a new opportunity for the account.

To open the opportunities tab:

1. Open the Account Detail view.
2. Click the Opportunities tab. If the tab is not visible, click More Tabs.

To add an opportunity:

1. Click (Insert new opportunity).

   The Insert opportunity dialog box opens.

2. Specify opportunity information in the fields.
3. Click (Save).

The Opportunities tab displays the following information:

Field Name	Description
Open	The number of opportunities and the total potential of all open opportunities for the account.
Closed-Won	The number of opportunities and the total potential of all closed and won opportunities for the account.
Closed-Lost	The number of opportunities and the total potential of all closed and lost opportunities for the account.
Inactive	The number of opportunities and the total potential of all inactive opportunities for the account.

The Opportunities tab grid has the following columns:

Field Name	Description
Opportunity Name	The opportunity description.
Status	The opportunity status.
Potential	The total revenue that could be generated by the opportunity.
Probability	The likelihood that the opportunity will be won.
Days Open	The number of days the opportunity has been open.