Opportunities Sub-Tab
This section includes the fields and descriptions for the Opportunities sub-tab.
Field | Description |
---|---|
Opportunity No. | This field shows the sales opportunity number. |
Description | This field shows the sales opportunity number. |
Contact Company | This field shows the contact company where the sales opportunity is under. |
Sales Rep. | This field shows the name of the sales representative assigned to the sales opportunity. |
Status | This field shows whether a sales opportunity is open or closed as won or lost. You must reopen closed opportunities to make any changes. |
Expected Closing Date | This field displays the expected closing date for open opportunities and the actual closing date for closed opportunities. |
Sales Estimate | This field shows the estimated total sale from an opportunity. |
Weighted Sales Est. | This field shows the probability percentage rating for whether the opportunity will result in a sale. |
Probability % | This field shows the weighted sales value of the opportunity, which is equivalent to the probability percentage multiplied by the sales estimate. |
Parent Topic: Opportunity Pipeline Single Dialog Workspace