Difference between revisions of "View Opportunity Screen"
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The "View Opportunity" screen is divided into the following sections: | The "View Opportunity" screen is divided into the following sections: | ||
| − | ==Opportunity== | + | ==Basic Opportunity Details== |
| + | |||
| + | 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== | ==Quotes== | ||
==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== | ||
| + | |||
| + | 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== | ||
| + | |||
| + | 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== | ||
| + | |||
| + | The "Activities History" section lists previous activities that have already been completed. Like the "Pending Activities" section, you can sort the list alphabetically/sequentially by clicking on any of the header categories: "Type", "Purpose", "Activity", "Status", "Scheduled Date", and "Completion Date". | ||
| + | |||
| + | Clicking either the [Log Call] button or [Log Email] button will link you to the Log Task Screen of the Activities section of opentaps CRM, with the appropriate data fields to store the call or email information. | ||
==Bookmarks and Files== | ==Bookmarks and Files== | ||
| + | |||
| + | 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. | ||
Latest revision as of 22:50, 15 October 2007
The "View Opportunity" screen is divided into the following sections:
Contents
Basic Opportunity Details
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
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 screen of the Activities section of opentaps CRM. Similarly, clicking [New Task] will link you to the create task screen of the Activities section.
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
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
The "Activities History" section lists previous activities that have already been completed. Like the "Pending Activities" section, you can sort the list alphabetically/sequentially by clicking on any of the header categories: "Type", "Purpose", "Activity", "Status", "Scheduled Date", and "Completion Date".
Clicking either the [Log Call] button or [Log Email] button will link you to the Log Task Screen of the Activities section of opentaps CRM, with the appropriate data fields to store the call or email information.
Bookmarks and Files
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.
