Opportunity Information Fields

This table describes the default information fields:

Note: The workspace can be different depending on your access rights or if your installation has been customized.


Field	Description/Action
Account	The account targeted for the opportunity. Click the hyperlink to go to the Account Detail view.
Accounting System	The name of the connection to the integrated accounting application. Click (Find) to select an accounting system. (Accounting Integration Only)
Account Manager	The individual in the company who is responsible for the account. Click (Find) to find the person or team within your organization that manages the account.
Add to Forecast	Indicates whether this opportunity must be included in forecast reports.
Close Probability	The likelihood that a sale can be closed. Click the drop-down arrow and select an item from the list.
Comments	Additional information about the opportunity.
Estimated Close	The date the opportunity is estimated to close. Click (Calendar) to select the date.
Lead Source	How the opportunity was generated. Click the drop-down arrow and select an item from the list.
Opportunity	The name given to the opportunity when it was added. For example, an opportunity name can be: XYZ Company Headquarters-Phase 1.
Price List	The price list associated to the opportunity. 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)
Reseller	The reseller that is associated to the opportunity. Click (Find) to select a reseller.
Source	Name or description of the lead source, such as magazine or Web inquiry, that generated the opportunity.
Status	Status of an opportunity. Your company defines the opportunity status list. Click the drop-down arrow and select an item from the list.
Type	The category of the opportunity. Your company defines the types of opportunities.