Opportunities Form: Opportunities

The Opportunities form provides key information about the project opportunities that you are pursuing. Use this form to add/edit opportunity information about team members, activities, associated marketing campaigns, status of proposals, and all documentation and material information related to the opportunity. Use the toggle to switch between the Opportunities and Estimate forms.

Contents

To view theOpportunities form in the Opportunities Hub, select the Opportunities toggle at the top of the page.
Field Description
Search

Use the search field above the opportunity name to search for and select the opportunity that you want to review or edit.

To refine the results set, click the search filter drop-down arrow and select a standard or custom search:
  • Active: Display a list of active opportunities.
  • All: Display a list of all opportunities (both active and inactive).
  • Mine: Display a list of opportunities that have a status of active and on which you are a member of the team.
  • [saved custom search filter]: Select a previously saved custom filter to display the contacts returned by that search.
  • Custom: Display the Custom Search dialog box. You can then create and apply a new custom search filter, which you can save for future use.
For information about creating and using searches, see the following topics in Basics:

If an opportunity is inactive or closed, the search results list displays the record in gray to indicate the status. You can hover over the indicator to display the status.

Name

After you add a new opportunity record, the opportunity's name displays above the tabs.

If the name is too long to display completely, hover over it to see a tooltip containing the full name. To edit the name, hover over it and click .

and Click to the left of the record name to collapse the hub's Summary pane. When the pane is collapsed, click to open the Summary pane.
Last modified by These fields, located below the opportunity's name, display the date the contact information was last changed and the name of the person who made the changes.
Click the Switch to List View icon to switch to the list view of the hub form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. Hub records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. You can add, remove, or change the order of the columns in the grid by clicking to the right of the grid. This opens the List View Settings dialog box.

For more information and instructions on how to use list view, see Hubs Basics.

After you have switched to list view, click the Switch to Detailed View icon to switch back to the detailed view of the form. Detail view is the default view that displays when you open a hub for the first time; thereafter, the view that was active when you closed the application will display when you open. In detailed view, all fields in the hub are displayed on tabs on the hub form. The detail view is the format that is described in help topics in the Help system.

Related Topics:

  • Display the Opportunities Form
    You display this form in the Opportunities hub in the browser application.
  • Opportunities Actions Menu
    Use options on the Actions menu in the Opportunities hub to edit an opportunity, add a touchpoint for an opportunity, mark an opportunity as closed, reopen an opportunity, or delete an opportunity.
  • Opportunities Overview Tab
    The Overview tab in the Opportunities hub provides a snapshot of the selected opportunity: description and location, stakeholders in your enterprise, upcoming milestones for the opportunity, and a variety of other characteristics of the opportunity.
  • Opportunities Summary Pane
    Key information and options for the opportunity always remain visible in the Summary pane of the Opportunities form as you move from one tab to another.
  • Opportunities Team Tab
    Use the Team tab in the Opportunities hub to create and maintain lists of the firms, employees, and external contacts that are associated with the opportunity.
  • Opportunities Activities Tab
    Use the Activities tab in the Opportunities hub to create and maintain lists of activities and milestones for the opportunity.
  • Opportunities Marketing Campaigns Tab
    Use the Marketing Campaigns tab to associate one or more marketing campaigns with the opportunity record. The Marketing Campaigns tab is only available if you are using CRM Plus.
  • Opportunities Collaboration Tab
    If you enable Kona Business integration, you can use the Collaboration tab to share information and collaborate with team members through conversations related to the current opportunities. This allows for greater communication and increased productivity.
  • Opportunities Files and Links Tab
    Use the Files and Links tab to upload, view, and store files that are related to the current opportunity record. You can also add URLs, email addresses, and links to files and graphics.
  • Opportunities Competition Tab
    Use the Competition tab in the Opportunities hub to create and maintain a list of the other firms that are pursuing the opportunity.
  • Opportunities Proposals Tab
    Use the Proposals tab on the Opportunities Form to track proposals and project codes associated with an opportunity. For any one opportunity, you may need to submit more than one proposal.
  • Estimated Revenue Tab of Opportunities Hub
    Use the Estimated Revenue tab to specify the dates and time periods on which you expect to receive revenue. You can also specify a pre-defined allocation template to apply as the basis when review the estimated revenue data on an Opportunity Forecast report. This provides an efficient method for analyzing the potential revenue stream for the opportunity.
Parent Topic: Fields and Options