Reseller Opportunities Tab

You can use the Reseller Opportunities tab on the Account Detail view to view opportunity information for resellers. The Reseller Opportunities tab displays a list of the opportunities that the account is a reseller for.

To open the Account Reseller Opportunities tab:

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

To add an opportunity:

  1. Click add.png (Insert New opportunity).

    The Insert Opportunity dialog box opens.

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

The Reseller Opportunities tab displays the following information:

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.

Columns in the Reseller Opportunities tab grid display the following information:

Opportunity Name
The opportunity's description. Click the hyperlink to open the Opportunity Detail view.
Status
The opportunity status.
Potential
The total revenue that could be generated by the opportunity.
Probability
The likelihood that the opportunity is won.
Days Open
The number of days the opportunity has been open.
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