Opportunities Sub-Tab
This section includes the fields and descriptions for the Opportunities sub-tab.
| Field | Description |
|---|---|
| Opportunity No. | In this field, you can specify a number for the opportunity when creating an opportunity. For further information about the functionality of the field, please see the description of the corresponding field in the window Opportunities. |
| Description | In this field, you can enter a description of the current opportunity. |
| Opportunity Type | In this field, you can specify an opportunity type when creating an opportunity. For further information about the functionality of the field, please see the description of the corresponding field in the window Opportunities. |
| Phase | This field shows the current phase of the opportunity. For further information about the functionality of the field, please see the description of the corresponding field in the window Opportunities. |
| Probability % | In this field, you can specify the probability percentage indicating the chance that the opportunity will result in a sale. For further information about the functionality of the field, please see the description of the corresponding field in the window Opportunities. |
| Currency | In this field, you can specify the currency in which the estimated opportunity value in the field “Sales Estimate, Currency” is expressed. |
| Sales Estimate, Currency | In this field, you can specify the estimated value of the current opportunity, expressed in the currency specified in the field “Currency” above. For further information about the functionality of the field, please see the description of the corresponding field in the window Opportunities. |
| Weighted Sales Estimate, Currency | This field shows the weighted value of the current opportunity in the currency specified in the field “Currency” above. For further information about the functionality of the field, please see the description of the corresponding field in the window Opportunities. |
| Sales Estimate, Base | This field shows the value of the field “Sales Estimate, Currency,” converted into the base currency of the company to which the current opportunity is assigned. |
| Weighted Sales Estimate, Base | This field shows the value of the field “Weighted Sales Estimate, Currency,” converted into the base currency of the company to which the current opportunity is assigned. |
| Sales Estimate, Enterprise | This field shows the value of the field “Sales Estimate, Currency,” converted into the enterprise currency of the Maconomy system. |
| Weighted Sales Estimate, Enterprise | This field shows the value of the field “Weighted Sales Estimate, Currency,” converted into the enterprise currency of the Maconomy system. |
| Start Date | In this field, you can specify the starting date of the current opportunity, for example, the date when the first contact with the prospective customer was made. |
| Expected Closing Date | In this field, you can specify an expected closing date for the current opportunity. For further information about the functionality of the field, please see the description of the corresponding field in the window Opportunities. |
| Closing Date | In this field, you can specify the actual closing date of the current opportunity. |
| Campaign No. | In this field, you can specify the number of a campaign when creating an opportunity, thus assigning the opportunity to the campaign in question. |
| Campaign Name | This field shows the name of the campaign specified in the field “Campaign No.” above. |
| Sales Rep. No. | In this field, you can specify the number of the employee acting as sales representative in connection with the current opportunity. |
| Name | This field shows the name of the employee specified in the field “Sales Rep.No.” above. |
| Contact Person 1-3 | In each of these fields, you can specify the number of a contact person relating to the current opportunity. The fields are for information only. |
| Name 1-3 | These fields show the names of the contact persons specified in the fields “Contact Person 1-3” above. |
| Company No. | When creating an opportunity, you can specify in this field the number of the company responsible for the new opportunity. For further information about the functionality of the field, please see the description of the corresponding field in the window Opportunities. |
| Company Name | This field shows the name of the company specified in the field “Company No.” above. |
| Base Currency | This field shows the name of the base currency used in the company specified in the field “Company No.” above. |
| Event Flow Type | This field shows the name of the event flow type of the event flow assigned to the current opportunity. For further information about the functionality of the field, please see the description of the corresponding field in the window Opportunities. |
| Event Flow No. | This field shows the number of the event flow assigned to the current opportunity. |
| Job No. | In this field, you can specify the job on which the time spent on the current opportunity should be posted. For further information about the functionality of the field, please see the description of the corresponding field in the window Opportunities. |
| Job Name | This field shows the name of the job specified in the field “Job No.” above. |
| Activity No. | In this field, you can specify the activity on which the time spent on the current opportunity should be posted. For further information about the functionality of the field, please see the description of the corresponding field in the window Opportunities. |
| Task | In this field, you can specify the task on which the time spent on the current opportunity should be posted. For further information about the functionality of the field, please see the description of the field “Event Status” in the island Expected Status Change in the window Opportunities. |
| Access Level | In this field, you can enter the name of an access level created in the window Access Levels. For further information about the functionality of the field, please see the description of the field “Event Status” in the island Expected Status Change in the window Opportunities. |
| Description | This field shows the description of the access level specified in the field above. |
| Location | In this field, you can enter a value for the dimension Location. For further information about the functionality of the field, please see the description of the corresponding field in the window Opportunities. |
| Entity | The functionality of this field is similar to the functionality of the field “Location” above. |
| Project | The functionality of this field is similar to the functionality of the field “Location” above. |
| Purpose | The functionality of this field is similar to that of the field “Location” above. |
| Spec. 1-3 | The functionality of these fields is similar to that of the field “Location” above. |
| Local Spec. 1-3 | The functionality of these fields is similar to that of the field “Location” above. |
| Option List 1-5 | In these fields, you can specify the option lists containing the values you wish to use for further specification of the opportunity. For further information about the functionality of the fields, please see the description of the corresponding fields in the window Opportunities. |
| Selected Value 1-5 | In these fields, you can specify a number of values for further specification of the current opportunity. For further information about the functionality of the fields, please see the description of the corresponding fields in the window Opportunities. |
| Remarks 1-5 | In these fields, you can enter additional remarks about the current opportunity. |