https://docs.opentaps.org/docs/index.php?action=history&feed=atom&title=Edit_Opportunity_Screen 2026-04-06T01:14:39Z Revision history for this page on the wiki MediaWiki 1.32.1 https://docs.opentaps.org/docs/index.php?title=Edit_Opportunity_Screen&diff=1218&oldid=prev 2007-10-15T22:53:02Z

<p></p> <table class="diff diff-contentalign-left" data-mw="interface"> <col class="diff-marker" /> <col class="diff-content" /> <col class="diff-marker" /> <col class="diff-content" /> <tr class="diff-title" lang="en"> <td colspan="2" style="background-color: #fff; color: #222; text-align: center;">← Older revision</td> <td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 22:53, 15 October 2007</td> </tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l1" >Line 1:</td> <td colspan="2" class="diff-lineno">Line 1:</td></tr> <tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">The &quot;Edit Opportunity&quot; screen allows you to add or modify opportunity details.  Enter the appropriate information into the following fields:</ins></div></td></tr> <tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;"></ins></div></td></tr> <tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>*'''Opportunity Name''' - This is the general name you have given this opportunity.</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>*'''Opportunity Name''' - This is the general name you have given this opportunity.</div></td></tr> <tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>*'''Account Name''' - This is the account to which the activity belongs.</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>*'''Account Name''' - This is the account to which the activity belongs.</div></td></tr> <tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>*'''Stage''' - <del class="diffchange diffchange-inline">This is </del>the stage that the opportunity is in (for example: &quot;Quoted&quot;, or &quot;Prospect&quot;) <del class="diffchange diffchange-inline">and is </del>used to create Forecasts.</div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>*'''Stage''' - <ins class="diffchange diffchange-inline">Select </ins>the <ins class="diffchange diffchange-inline">current </ins>stage that the opportunity is in (for example: &quot;Quoted&quot;, or &quot;Prospect&quot;) <ins class="diffchange diffchange-inline">from the drop down menu.  This will be </ins>used to create Forecasts<ins class="diffchange diffchange-inline">.</ins></div></td></tr> <tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">*'''Type''' - Select the most appropriate type of opportunity (for example: &quot;New Business&quot; or &quot;Upgrade&quot;) from the drop down menu</ins>.</div></td></tr> </table>

JRZeitlin https://docs.opentaps.org/docs/index.php?title=Edit_Opportunity_Screen&diff=1216&oldid=prev 2007-10-15T22:48:26Z

<p>Protected &quot;<a href="/docs/index.php?title=Edit_Opportunity_Screen" title="Edit Opportunity Screen">Edit Opportunity Screen</a>&quot;: Sysop page [edit=sysop:move=sysop]</p> <table class="diff diff-contentalign-left" data-mw="interface"> <tr class="diff-title" lang="en"> <td colspan="1" style="background-color: #fff; color: #222; text-align: center;">← Older revision</td> <td colspan="1" style="background-color: #fff; color: #222; text-align: center;">Revision as of 22:48, 15 October 2007</td> </tr><tr><td colspan="2" class="diff-notice" lang="en"><div class="mw-diff-empty">(No difference)</div> </td></tr></table>

JRZeitlin https://docs.opentaps.org/docs/index.php?title=Edit_Opportunity_Screen&diff=1215&oldid=prev 2007-10-15T22:48:26Z

<p>New page: *&#039;&#039;&#039;Opportunity Name&#039;&#039;&#039; - This is the general name you have given this opportunity. *&#039;&#039;&#039;Account Name&#039;&#039;&#039; - This is the account to which the activity belongs. *&#039;&#039;&#039;Stage&#039;&#039;&#039; - This is the stag...</p> <p><b>New page</b></p><div>*'''Opportunity Name''' - This is the general name you have given this opportunity.<br /> *'''Account Name''' - This is the account to which the activity belongs.<br /> *'''Stage''' - This is the stage that the opportunity is in (for example: &quot;Quoted&quot;, or &quot;Prospect&quot;) and is used to create Forecasts.</div>

JRZeitlin