Information Tab
This section describes the fields and actions on the Information tab of the Opportunities workspace.
Charts
Field | Description |
---|---|
Probability | This gauge chart displays a sales opportunity's probability percentage to result in a successful sale.
If the opportunity was closed as won, the probability percentage changes to 100 automatically. |
Estimated Value | This chart displays a comparison between the sales estimate and weighted sales estimate for the current opportunity. |
Tab Fields
Field | Description |
---|---|
Status | This field displays an opportunity's status, which can be any of the following:
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 an opportunity. The phase changes as the sale progress. |
Currency | This field displays the currency of the sales opportunity.
Update the information as needed. |
Probability | This field displays the probability percentage rating for whether the opportunity will result in a sale.
Update the information as needed. The value must be between 0 and 100. |
Sales Estimate | This field displays the estimated value of the opportunity.
Update the information as needed. |
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. |
Sales Rep. | This field displays the name of the employee assigned as the sales representative for the current opportunity.
Update the information as needed. |
Company | This field displays the company responsible for the current opportunity. |
Contact Company | This field displays the contact company that the opportunity is linked to.
Update the information as needed. |
Country | This field displays the country where the contact company is located.
Update the information as needed. |
Contact Person 1 | This field displays the name of the primary contact person.
Update the information as needed. |
Start Date & Expected Ending Date | Click the calendar icon to select the date you began to work on and expect to close an opportunity. |
Closing Date | This field displays the actual date you closed the opportunity. |
- Related Topics:
- Contact Persons Sub-Tab
This section describes the fields and actions on the Contact Persons sub-tab of the Opportunities workspace - Employees Sub-Tab
This section describes the fields and actions on the Employees sub-tab of the Opportunities workspace
Parent Topic: Opportunities Fields