Using the Opportunity detail view

Use the Opportunity 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 access the Opportunity detail view, click Opportunities on the Navigation Bar. The Opportunity list view is displayed. If required, use the Lookup to locate an opportunity, and then select the opportunity name.

On this page you can:

• Use the Lookup to search for records. See Using Lookup
• View a group. See What are Groups?
• Click List View or click the current group tab on the toolbar to switch to the list view.
• The Task Pane contains the Common Tasks section. In this section, you can:
  • Use Mail Merge in the web client. See Using Mail Merge in the Web Client.
  • View Detail Report. See Viewing and Printing Detail View Reports.
  • Email. See Emailing Contacts or Leads.
  • Add Note. See Adding a Note.
  • New Meeting. See Scheduling an Activity.
  • New Phone Call.
  • New To-Do.
• The Task Pane contains the Opportunity Tasks section. In this section, you can:
  • Add Quote. See Adding a Quote.
  • Add Sales Order. See Adding a Sales Order.
  • Promote. See Promoting to Back Office. (Infor CRM Bacl Office Extension only. See Back Office )
  • Request Workflow. See Triggering a Workflow Manually.
  • Cancel Workflow. See Cancelling an ION Workflow.
  • Click Refresh Pricing to retrieve prices for the products added to the Opportunities.