View Opportunity Screen

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

Basic Opportunity Details

This section displays the basic details about the opportunity, including the following information:

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.