Opportunities Tab of Vendor Info Center

Use the Opportunities tab to associate one or more opportunities with a vendor. You associate an opportunity record with a vendor record when you add it to the Opportunities grid. Both records reflect the association.

This tab is available if you use Vision CRM.

An opportunity record must exist in your database before you can associate it with a vendor record.

Contents

Opportunities Grid

The fields on the grid display information from the opportunity record in the Opportunity Info Center.

Field	Description
Opportunities Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Associate	Click this option to add an opportunity to the grid.
Remove	Click this option to remove an opportunity from the grid.
Name	This field displays the name of the opportunity. Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window. Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a new browser window.
Number	This field displays the opportunity number.
Stage	This field displays the current stage of the opportunity.
Role	Click this field and then use the drop-down list to select the vendor's role on this opportunity. You define vendor role options in the Vendor Role Code Table in Code Table Configuration.