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 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
(), or
click the current group tab. - The
Task Pane contains the Common Tasks section.
In this section, you can:
- Using Mail Merge in the web client
- Detail Report
- 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 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 | CRM Workflows Tab |
User Defined Section
You can drag and drop tabs into the user defined section.