Opportunities Tab of Client Info Center

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

Contents

This tab is available if you use Vision CRM.

If the opportunity record that you want to add to the Opportunities grid does not yet exist in your database, you can create a new opportunity record and simultaneously add the new opportunity record to the Opportunities grid.

Field	Description
For this client only	Select this option to view the contacts associated with the client. This option displays if your system administrator configured Vision to use multiple client levels, or hierarchies.
For this client and all lower levels of the hierarchy	Select this option to view all levels of the hierarchy that are associated with the client. This option displays if your system administrator configured Vision to use multiple client levels, or hierarchies.

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. When the Print Preview form displays, 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 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 this field, in the sequence that you want them to display. Not all options are available on all grids.
Associate	Click this option if the opportunity that you are adding already exists in your database.
New	Click this option to create a new opportunity record and add the opportunity to the Opportunities grid.
Remove	Click this option to remove an opportunity from the Opportunities grid.
Client	Select this to associate the record as a client of the firm. Vision selects this option if the Client option is selected on the General tab.
Vendor	Select this to associate the record as a vendor of the firm. Vision selects this option if the Vendor option is selected on the General tab.
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.
Number	This field displays the opportunity number.
Stage	This field displays the current stage of the opportunity.
Role	Click in this field and then use the drop-down list to select the client's role on the opportunity. If the client is entered in the Primary Client field on the General tab of the associated Opportunity Info Center record, the role displays as Owner. You define client role options in Code Table Configuration.
Role Description	Enter additional information about theclient's role on the opportunity. Click Edit to use the Text Editor to enter information.