Opportunities Toolbar

Use the toolbar in the Opportunities area to edit an opportunity, add a touchpoint for an opportunity, or mark an opportunity as closed.

Contents

Field	Description
	Click this icon if you want to use the Edit Opportunity form to make changes to the summary and overview information for the currently selected opportunity or you want to delete that opportunity. (In most cases, you can also change this information directly in the summary along the left side of the Opportunity area or on the Overview tab.)
	Click this icon to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently selected opportunity. (You can also add touchpoints for an opportunity on the Activities tab.)
	Click this icon to mark the currently displayed opportunity as closed. Most commonly, you close an opportunity because you are no longer actively pursuing it. To do that, you assign it to a pipeline stage for closed opportunities, enter the date it was closed, and select a reason. You can also enter additional notes. When you close an opportunity, the following occur: The opportunity status is set to Inactive. The opportunity is no longer displayed in selection lists of active opportunities. You cannot edit any of the information related to the opportunity.
	This option is only available if the currently selected opportunity is closed. Click this option to reopen that opportunity. (To select a closed opportunity so you can reopen it, select All in the filter list for the search field so that the search includes inactive opportunities.) When you reopen a closed opportunity, the following occur: The opportunity status is set to Active. The opportunity is again displayed in opportunity selection lists. You can edit any of the information related to the opportunity. The original open date is restored and the number of days open is calculated based on that date. The STAGE field is cleared. Select a stage in the summary along the left side of the Opportunity area or on the Edit Opportunity form.
	If your firm activated the Resource Planning module, click this icon to do the following for the currently selected opportunity: Display the plan structure for the opportunity in the Opportunities area of the Resource Planning workspace for review or editing. If a plan exists for the opportunity, you can display the resource plan for the opportunity in Project View in the Resource Planning workspace for review or editing. If your firm has not activated the Resource Planning workspace, this icon is not available.