Opportunities Fields
This section describes the fields and actions on the Opportunities workspace.
Card Part Fields
Field | Description |
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Opportunity Name | This field displays the name of a sales opportunity.
Update the information as needed. |
Card Part Actions
Button | Description |
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+ New Opportunity | Click to create a new sales opportunity. |
Click this icon to refresh data in the current workspace. | |
|
Click to display the list view. Click to display the detailed view. |
Save | Click this action button to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action button is disabled until additional changes are made. |
Revert | Click this action to undo changes made to the current record, or to any of its lines. |
Close as Won |
Click this action if the opportunity resulted in a sale. When an opportunity is closed as won, the following fields are changed automatically:
Select a closing date to officially close the opportunity, and you must reopen a closed opportunity to make any changes. |
Close as Lost |
Click this action if the opportunity did not result in a sale. When an opportunity is closed as lost, the following fields are changed automatically:
Select a closing date to officially close the opportunity, and you must reopen a closed opportunity to make any changes. |
Other Actions |
This drop-down list includes the following actions:
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- Related Topics:
- Information Tab
This section describes the fields and actions on the Information tab of the Opportunities workspace. - Events Tab
This section describes the fields and actions on the Events tab of the Opportunities workspace - Budget Tab
This section describes the fields and actions on the Budget tab of the Opportunities workspace - Documents Tab
This section describes the fields and actions on the Documents tab of the Opportunities workspace.
Parent Topic: Opportunities