Opportunity View
The Opportunity View is the full record for one deal — its value, stage, owner and the activity moving it forward. It is where a sales person works a specific opportunity and where a manager checks whether it is really progressing.
Overview
Open an opportunity from the Opportunities List.
Details in Opportunity View
| Field | Description |
|---|---|
| Opportunity Name | What the deal is. |
| Customer / Lead | Who it is with. |
| Estimated Value | What the business is worth. |
| Stage | Where it sits in the funnel. |
| Probability | Likelihood of closing, used to weight the forecast. |
| Expected Close Date | When it should conclude. |
| Assigned To | Who owns it. |
| Source | Where it originated. |
| Status | Open, won or lost. |
Activity and documents
Tabs alongside carry the calls, meetings and tasks against the deal, plus any proposals or estimates sent.
Compare Expected Close Date against the last activity logged. A deal whose close date keeps moving while nothing is recorded against it has usually stalled — the date is being updated, the relationship is not.
Closing the opportunity
Mark it won or lost as soon as you know. Won deals move into a quotation or sales order; lost ones leave the forecast, which is what keeps the remaining pipeline honest.
Related pages
- New Opportunity — create one
- Opportunities List — the pipeline
- Lead View — the stage before
- Quotation — where a won deal goes