Opportunities Fields

This section describes the fields and actions on the Opportunities workspace.

Card Part Fields

Field	Description
Opportunity Name	This field displays the name of a sales opportunity. Update the information as needed.

Card Part Actions

Button	Description
+ New Opportunity	Click to create a new sales opportunity.
	Click this icon to refresh data in the current workspace.
	Click to display the list view. Click to display the detailed view.
Save	Click this action button to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action button is disabled until additional changes are made.
Revert	Click this action to undo changes made to the current record, or to any of its lines.
Close as Won	Click this action if the opportunity resulted in a sale. When an opportunity is closed as won, the following fields are changed automatically: The Probability field is updated to 100. The Status field is updated to Won. Select a closing date to officially close the opportunity, and you must reopen a closed opportunity to make any changes.
Close as Lost	Click this action if the opportunity did not result in a sale. When an opportunity is closed as lost, the following fields are changed automatically: The Probability field is updated to 0. The Status field is updated to Lost. Select a closing date to officially close the opportunity, and you must reopen a closed opportunity to make any changes.
Other Actions	This drop-down list includes the following actions: Reopen - Select this action to reopen a closed opportunity and make it editable. Attach Documents - Select this action to attach documents to an opportunity. Delete Opportunity - Select this action to delete an opportunity.