Opportunity Table

  • Article

Contains the sales opportunities involving your contacts.

Each opportunity must be assigned to a salesperson recorded in the program and must be linked to an existing contact.

Opportunities can follow sales cycles that you have defined and can be linked to campaigns.

List of Fields in the Table

Field Location
Comment Field, Opportunity Table Relationship Management
Sales Document Type Field, Opportunity Table Relationship Management
Completed % Field, Opportunity Table Relationship Management
Wizard Step Field, Opportunity Table Relationship Management
Estimated Closing Date Field, Opportunity Table Relationship Management
Sales Cycle Code Field, Opportunity Table Relationship Management
Wizard Estimated Closing Date Field, Opportunity Table Relationship Management
Priority Field, Opportunity Table Relationship Management
Contact Company No. Field, Opportunity Table Relationship Management
Chances of Success % Field, Opportunity Table Relationship Management
Estimated Value (LCY) Field, Opportunity Table Relationship Management
Closed Field, Opportunity Table Relationship Management
Creation Date Field, Opportunity Table Relationship Management
Segment Description Field, Opportunity Table Relationship Management
Wizard Estimated Value (LCY) Field, Opportunity Table Relationship Management
Campaign Description Field, Opportunity Table Relationship Management
Date Closed Field, Opportunity Table Relationship Management
Contact Company Name Field, Opportunity Table Relationship Management
No. Series Field, Opportunity Table Relationship Management
Wizard Chances of Success % Field, Opportunity Table Relationship Management
Description Field, Opportunity Table Relationship Management
Sales Document No. Field, Opportunity Table Relationship Management
Salesperson Name Field, Opportunity Table Relationship Management
Status Field, Opportunity Table Relationship Management
Contact No. Field, Opportunity Table Relationship Management
No. Field, Opportunity Table Relationship Management
Activate First Stage Field, Opportunity Table Relationship Management
Probability % Field, Opportunity Table Relationship Management
Wizard Campaign Description Field, Opportunity Table Relationship Management
Contact Name Field, Opportunity Table Relationship Management
Calcd. Current Value (LCY) Field, Opportunity Table Relationship Management
No. of Interactions Field, Opportunity Table Relationship Management
Segment No. Field, Opportunity Table Relationship Management
Wizard Contact Name Field, Opportunity Table Relationship Management
Current Sales Cycle Stage Field, Opportunity Table Relationship Management
Salesperson Code Field, Opportunity Table Relationship Management
Campaign No. Field, Opportunity Table Relationship Management

See Also

Reference

Opportunity List
Opportunity Card