Opportunity

Search for Opportunity

Click an opportunity.

This page displays the details of a sales opportunity. Additional information associated with the record can be viewed using the links at the bottom of the page. A CRM user must be assigned security access to modify records. Otherwise, all fields are grayed out.

Header

Opportunity ID	An opportunity number or identifier. Source: Opportunity Workbench in Contact and Opportunity Management.
Opportunity Name	A name associated with an opportunity.
Assigned to	The CRM user assigned to this organization. Source: CRM User Definition in Contact and Opportunity Management.
Status	A code representing the status of a sales opportunity/organization. Source: Status Codes in Contact and Opportunity Management.
Class	A code that determines whether a CRM user can display or modify a sales opportunity record. Source: Sales Opportunity Class in Contact and Opportunity Management.
Source	A code representing the source of initial contact with an organization. Source: Source Codes in Contact and Opportunity Management.
Probable Revenue	The probable revenue for this activity. Determined by probable revenue amounts maintained using Opportunity Workbench - Revenue Tab in Contact and Opportunity Management.
Probability (%)	The percent probability, from 0 to 100. Determined by the Probability selected in the header of Opportunity Maintenance in Contact and Opportunity Management.
Total Revenue Potential	The total revenue potential for this opportunity.
Comments	Enter comments about an opportunity.

Hyperlink

Organization Link	This page maintains the organization link and description associated with the opportunity.
Sales Team	This page maintains sales people associated with an organization.
Activities	This page maintains activities associated with an opportunity.
Analysis	This page assigns analysis codes to a sales opportunity.