Working with Opportunities

To modify the Opportunity details:

  1. Click Opportunities in the navigation pane. The Opportunities list page is displayed.
  2. Click the opportunity name. The Opportunity details page is displayed.
  3. Click View More to modify this information:
    Opportunity
    The name of the opportunity.
    Note: If the Agreement option is selected, this field is disabled.
    Account
    The account to which the opportunity is linked.
    Note: If the Agreement option is selected, this field is enabled.
    Account Manager
    The user in the company who is responsible for the opportunity account.
    Estimated Close
    The date on which the opportunity is estimated to be closed.
    Close Probability
    The likelihood that the opportunity can be won.
    Status
    The status of the opportunity.
    Comments
    The additional information related to the opportunity.
    Type
    An opportunity type that describes the opportunity.
    Date Opened
    The date on which the opportunity is created.
    Note: You cannot modify this value.
    Days Open
    The number of days for which the opportunity is open.
    Date Closed
    The date on which the opportunity is closed. This field is displayed only if the opportunity status is set to Closed-Won or Closed-Lost.
    Note: You cannot modify this value.
    Stage
    The current process stage of the opportunity.
    Lead Source
    The source of the opportunity.
    Close
    If this check box is selected, the opportunity is closed.
  4. Click the History tab to view the history of activities performed on the selected Opportunity. Click View Full List to view all the activities.
  5. Click the Files tab to view the history of attachments linked to the selected Opportunity. Click View Full List to view all the attachments.
  6. Expand or collapse an entity related section to add, review or modify the data defined for the various entities linked to the Opportunities.
  7. Click Save.
    Note: On this page, you can:
    • Click Delete to delete the Opportunity.
    • Use the Copy to Clipboard option to copy the Opportunity and the linked account name to the clipboard.
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