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 search_new (Find) to find the person or team within your organization that manages the account.
Reseller The reseller that is associated to the opportunity. Click search_new (Find) to select a reseller.
Est. Close The date the opportunity is estimated to close. Click calendar_new (Calendar) 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 search_new (Find) 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.