View Opportunity Screen - Revision history

JRZeitlin: /* Basic Opportunity Details */

2007-10-15T22:50:25Z

‎Basic Opportunity Details

JRZeitlin: /* Opportunity */

2007-10-15T22:48:06Z

‎Opportunity

JRZeitlin: /* Pending Activities */

2007-10-02T07:16:28Z

‎Pending Activities

JRZeitlin: /* Contacts */

2007-10-02T07:15:34Z

‎Contacts

JRZeitlin: /* Opportunity History */

2007-10-02T07:13:45Z

‎Opportunity History

JRZeitlin: /* Bookmarks and Files */

2007-10-02T07:10:02Z

‎Bookmarks and Files

JRZeitlin: /* Activities History */

2007-10-02T07:09:41Z

‎Activities History

JRZeitlin: /* Bookmarks and Files */

2007-10-02T07:09:20Z

‎Bookmarks and Files

JRZeitlin: Protected "View Opportunity Screen": Sysop page [edit=sysop:move=sysop]

2007-10-02T07:07:51Z

Protected "View Opportunity Screen": Sysop page [edit=sysop:move=sysop]

JRZeitlin: New page: The "View Opportunity" screen is divided into the following sections: ==Opportunity== ==Quotes== ==Pending Activities== ==Contacts== ==Opportunity History== ==Activities History== =...

2007-10-02T07:07:51Z

New page: The "View Opportunity" screen is divided into the following sections: ==Opportunity== ==Quotes== ==Pending Activities== ==Contacts== ==Opportunity History== ==Activities History== =...

New page

The "View Opportunity" screen is divided into the following sections:

==Opportunity==

==Quotes==

==Pending Activities==

==Contacts==

==Opportunity History==

==Activities History==

==Bookmarks and Files==

@@ Line 3: / Line 3: @@
 ==Basic Opportunity Details==
-This section displays the basic details about the opportunity, including the following information:
+This section displays the basic details about the opportunity, including the opportunity name, account name, stage, type, estimated amount, estimated probability, marketing campaign, source, estimated close date, description, and next step.  Clicking the [Edit] button will take you to the [[Edit Opportunity Screen]] where you can add or modify the opportunity details.
 ==Quotes==

← Older revision		Revision as of 07:16, 2 October 2007
Line 6:		Line 6:

	==Pending Activities==		==Pending Activities==
		+
		+	The "Pending Activities" section lists activities that have been created but have not yet been completed, and details the activity's type, purpose, activity, status, scheduled date, and due date.
		+
		+	Clicking [New Event] will link you to the [[Create Event/Task Screen\|create event]] screen of the Activities section of opentaps CRM. Similarly, clicking [New Task] will link you to the [[Create Event/Task Screen\|create task]] screen of the Activities section.

	==Contacts==		==Contacts==

← Older revision		Revision as of 07:15, 2 October 2007
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	==Contacts==		==Contacts==
		+
		+	This section will list any contacts related to the opportunity, including the contact's name, primary email, and primary phone number.
		+
		+	You can add additional contacts to the list by entering the internal contact ID manually or searching for it using the [[lookup widget]] and clicking the [Add] button.

	==Opportunity History==		==Opportunity History==

← Older revision		Revision as of 07:13, 2 October 2007
Line 10:		Line 10:

	==Opportunity History==		==Opportunity History==
		+
		+	This section is a log of each edit of the opportunity, including changes to the opportunity's stage, estimated probability, estimated close date, or opportunity ammount. It will also note the date and time the opportunity was modified and who made the alterations.

	==Activities History==		==Activities History==

← Older revision		Revision as of 07:10, 2 October 2007
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	==Bookmarks and Files==		==Bookmarks and Files==

−	This section lists any previously bookmarked URLs or uploaded files (documents, images, etc.) relevant to the ~~lead~~. Clicking the [Bookmark URL] button will prompt you with fields to enter the web address and a description of the URL or its relevancy. Clicking the [Upload File] button will prompt you with a field to enter the file name or browse your computer to find and select the file, and a field for a description of the file.	+	This section lists any previously bookmarked URLs or uploaded files (documents, images, etc.) relevant to the opportunity. Clicking the [Bookmark URL] button will prompt you with fields to enter the web address and a description of the URL or its relevancy. Clicking the [Upload File] button will prompt you with a field to enter the file name or browse your computer to find and select the file, and a field for a description of the file.

@@ Line 1: / Line 1: @@
 The "View Opportunity" screen is divided into the following sections:
-==Opportunity==
+==Basic Opportunity Details==
 ==Quotes==

@@ Line 12: / Line 12: @@
 ==Activities History==
 ==Bookmarks and Files==
 This section lists any previously bookmarked URLs or uploaded files (documents, images, etc.) relevant to the lead. Clicking the [Bookmark URL] button will prompt you with fields to enter the web address and a description of the URL or its relevancy. Clicking the [Upload File] button will prompt you with a field to enter the file name or browse your computer to find and select the file, and a field for a description of the file.

← Older revision		Revision as of 07:09, 2 October 2007
Line 14:		Line 14:

	==Bookmarks and Files==		==Bookmarks and Files==
		+
		+	This section lists any previously bookmarked URLs or uploaded files (documents, images, etc.) relevant to the lead. Clicking the [Bookmark URL] button will prompt you with fields to enter the web address and a description of the URL or its relevancy. Clicking the [Upload File] button will prompt you with a field to enter the file name or browse your computer to find and select the file, and a field for a description of the file.

← Older revision	Revision as of 07:07, 2 October 2007
(No difference)