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.

You can use these options from the toolbar 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 displayed only if this Related Item section is accessed from the Contact details page.
  • 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 of the Opportunity linked to the selected entity. See Working with Opportunities

You can view the opportunity data in the Card or List format. 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 data on the Opportunity details page.
  • Click Delete to delete the opportunity.
  • Click Remove Association to disassociate the opportunity from the selected entity.