Opportunities Tab

This section describes the fields and actions on the Opportunities tab of the Contact Companies workspace.

KPI Boxes

Field	Description
Open	This box displays the total number of open opportunities linked with the current contact company.
Won	This box displays the total number of opportunities that were successfully closed and resulted in a sale with the current contact company.
Lost	This box displays the total number of opportunities that were closed but did not result in a sale with the current contact company.

Tab Fields

Field	Description
Opportunity No.	This field displays the identification number of an opportunity. Update the information as needed.
Description	This field displays the description of an opportunity. Update the information as needed.
Contact Company	This field displays the contact company where the opportunity is linked to.
Sales Rep.	This field displays the name of the employee assigned as the sales representative for an opportunity. Update the information as needed.
Sales Estimate	This field displays the estimated value of an opportunity. Update the information as needed.
Probability	This field displays the probability percentage rating for whether the opportunity will result in a sale.
Weighted Sales Estimate	This field displays the weighted value of the opportunity. The value is equivalent to the probability percentage multiplied by the sales estimate.
Expected Closing Date	This field displays the expected date an opportunity will be closed. Click the calendar icon to select or change the date. The date is changed to the actual closing date automatically once you close the opportunity either as won or lost.
Status	This field displays an opportunity's status, which can be any of the following: Open - This status indicates that you can still edit an opportunity and its corresponding details as it develops. Won - This status indicates that a closed opportunity was successfully settled and resulted in a sale. Lost - This status indicates that a closed opportunity did not result in a sale. You cannot change the details once an opportunity is closed; however, you can reopen it to make revisions.
Phase	This field displays the current phase of the opportunity. The phase changes as the sale progress.

Tab Actions

Button	Description
+ Add Opportunity	Click this action to create a new opportunity linked to the current contact company.
	Click this icon to export the rows from the current table to a spreadsheet. Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive.
	Click this icon to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows.
	Click this icon to maximize the table view. Click this icon to restore the default display size of the table.
	Click this icon to open the Customize Columns window.
	The Row Tools icon allows you to add lines/information to the lines of a record. For opportunity lines, choose from the following actions: Delete Opportunity - Click this action to remove an opportunity. Revert - This action appears when you are adding a new opportunity and allows you to undo your changes.

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Opportunities Tab

This section describes the fields and actions on the Opportunities tab of the Contact Companies workspace.

KPI Boxes

Field	Description
Open	This box displays the total number of open opportunities linked with the current contact company.
Won	This box displays the total number of opportunities that were successfully closed and resulted in a sale with the current contact company.
Lost	This box displays the total number of opportunities that were closed but did not result in a sale with the current contact company.

Tab Fields

Field	Description
Opportunity No.	This field displays the identification number of an opportunity. Update the information as needed.
Description	This field displays the description of an opportunity. Update the information as needed.
Contact Company	This field displays the contact company where the opportunity is linked to.
Sales Rep.	This field displays the name of the employee assigned as the sales representative for an opportunity. Update the information as needed.
Sales Estimate	This field displays the estimated value of an opportunity. Update the information as needed.
Probability	This field displays the probability percentage rating for whether the opportunity will result in a sale.
Weighted Sales Estimate	This field displays the weighted value of the opportunity. The value is equivalent to the probability percentage multiplied by the sales estimate.
Expected Closing Date	This field displays the expected date an opportunity will be closed. Click the calendar icon to select or change the date. The date is changed to the actual closing date automatically once you close the opportunity either as won or lost.
Status	This field displays an opportunity's status, which can be any of the following: Open - This status indicates that you can still edit an opportunity and its corresponding details as it develops. Won - This status indicates that a closed opportunity was successfully settled and resulted in a sale. Lost - This status indicates that a closed opportunity did not result in a sale. You cannot change the details once an opportunity is closed; however, you can reopen it to make revisions.
Phase	This field displays the current phase of the opportunity. The phase changes as the sale progress.

Tab Actions

Button	Description
+ Add Opportunity	Click this action to create a new opportunity linked to the current contact company.
	Click this icon to export the rows from the current table to a spreadsheet. Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive.
	Click this icon to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows.
	Click this icon to maximize the table view. Click this icon to restore the default display size of the table.
	Click this icon to open the Customize Columns window.
	The Row Tools icon allows you to add lines/information to the lines of a record. For opportunity lines, choose from the following actions: Delete Opportunity - Click this action to remove an opportunity. Revert - This action appears when you are adding a new opportunity and allows you to undo your changes.