Opportunities

The Opportunities hub provides quick access to key information about potential projects that your company wants to pursue. Use this Hub to maintain all opportunity information, including opportunity name, status, and probability, as well as associated team members, marketing campaigns, and proposals.

The name of the currently selected opportunity displays at the top of the screen.

The Upcoming Milestones section at the top of the Overview tab displays a graphical timeline of the history of milestone activities associated with your opportunities, which are based on your selection of search filters. Up to 7 upcoming milestones can be displayed on the timeline beginning with today's or your most current milestone. Use the paging arrows at either end of the milestone chart to move to previous or next milestones across the timeline.

The Summary pane shows key data such as the opportunity's revenue and weighted revenue, probability, status, pipeline stage, type, source, date opened, and primary client information.

The Opportunities/Estimate toggle controls which forms are displayed.

The tabs display additional information related to the currently selected opportunity. Your system administrator may add custom tabs to supplement these.

Tab	Purpose
Overview	Review and edit key data, such as the opportunity description and location, organization, project manager, principal, supervisor, and related project. View upcoming milestones that are associated with the selected opportunity.
Team	Organize information about the team of employees and contacts who work on an opportunity.
Activities	Schedule and manage a variety of activities, including meetings, phone calls, and other tasks that are associated with an opportunity record. You can also create and maintain lists of milestones and activities for the opportunity.
Marketing Campaigns	Associate this opportunity to marketing campaign from which you learned about this opportunity.
Competition	Create and maintain information about the strengths and weaknesses of competitors who are pursuing the associated opportunity.
Proposals	Review and maintain proposal information associated with an opportunity.
Files & Links	View, upload, add, and edit files of varying formats and types. You also view, open, add, and edit hypertext links to external text files, graphics files, or email messages that are associated with an opportunity record.