Opportunity Info Center Form

Use the Opportunity Info Center tabs to enter and review information about your opportunities, link related files and Info Center records to your opportunity records, and schedule opportunity activities.

Connect for Microsoft Outlook is an optional Vision module that makes it possible for you to manage Vision clients, contacts, vendors, and opportunities, all from Microsoft Outlook. Connect for Microsoft Outlook does not replace the Client, Contact, Vendor, or Opportunity Info Centers. You use it in addition to the Info Centers, to access and manage Vision Info Center records from either application.