Opportunities related section

The Opportunities related section displays the opportunities linked to the selected entity.

You can access this section from the details page of these entities:

  • Account
  • Contact
Note: The workspace can be different based on the access rights provided to you or the customization.

The toolbar options available in this section:

  • Expand: Use this option to view the opportunities in this section. A maximum of 20 records are displayed in the Card or List format.
  • Associate: Use this option to associate an opportunity with a Contact.
    Note: This option is available only for Contacts.
  • Insert: Use this option to add a new opportunity.
  • Toggle View: Use this option switch between the Card and List format.
  • View Full List: Use this option to view or modify the data related to the Opportunity linked to the selected entity.

These KPIs are displayed in this section:

  • Number of Open opportunities
  • Opportunities Win Rate percent
  • Opportunities Average Sale Potential

For each record, you can:

  • Click the Opportunity name or Edit to view and modify the Opportunity details.
  • Click Delete to delete the opportunity.
  • Click Remove Association to disassociate the opportunity from the account or contact.