Reseller Opportunities tab
You can use the Reseller Opportunities tab on the Account detail view to view opportunity information for resellers. The Reseller Opportunities tab displays a list of the opportunities that the account is a reseller for. See Using the Account detail view
To access the Account Reseller
Opportunities tab:
- Access the Account detail view. See Using the Account detail view.
- Click the Reseller Opportunities tab. If the tab is not visible, click . See More tabs
To add an opportunity:
- Click . The Insert Opportunity window is displayed. See Opportunity information fields
- Specify opportunity information in the fields. See Opportunity information fields
- Click .
The Reseller Opportunities tab displays this information:
- 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.
Columns in the Reseller Opportunities tab grid display the following information:
- Opportunity Name
- The opportunity description. Click the hyperlink to access the Opportunity detail view.
- Status
- The opportunity status.
- Potential
- The total revenue that can be generated by the opportunity.
- Probability
- The likelihood that the opportunity is won.
- Days Open
- The number of days the opportunity is open.