Adding opportunities in the Account detail view
You can view information about the opportunities linked to the selected account. You can also create a new opportunity for the account.
To view the Opportunities tab, you can access the Account detail view and click the Opportunities tab. If the tab is not visible, click . See More tabs
To add an opportunity you can:
- Click . The Insert Opportunity window is displayed. See Adding a new opportunity
- Specify opportunity information in the fields. See Opportunity information fields
- Click .
The Opportunities tab displays these information:
| Field Name | Description |
|---|---|
| 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. |
The Opportunities tab grid have these columns:
| Field Name | Description |
|---|---|
| Opportunity Name | The opportunity description. |
| Status | The opportunity status. |
| Potential | The total revenue that is be generated by the opportunity. |
| Probability | The likelihood that the opportunity is won. |
| Days Open | The number of days the opportunity is open. |