Opportunity form in the ServiceNow CRM for Outlook add-in

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Field descriptions for viewing or editing an opportunity record from the ServiceNow CRM for Outlook add-in.

    Field Description
    Number System-generated unique identifier for the opportunity record starting with the prefix OPTY.
    Short Description Brief summary of the opportunity.
    Sales Cycle Type Type of sales cycle for this opportunity. The available options are:
    • NEWCUST
    • RENEW
    • UPSELL
    Industry Industry associated with the opportunity. The available options are:
    • Manufacturing
    • Healthcare
    • Technology Services
    • Banking
    • Bio-Technology
    • Telecommunications
    Account Account associated with the opportunity. You can use the search icon to find an existing account.
    Stage Current stage of the opportunity in the sales pipeline. The available options are:
    • Qualify
    • Develop
    • Propose
    • Negotiate
    • Closed - Won
    • Closed - Lost
    Estimated Deal Size Estimated monetary value of the opportunity. Includes currency selection.
    Owner Sales representative responsible for the opportunity.
    Opportunity Group Group or team associated with managing the opportunity.
    Probability % Likelihood of closing the opportunity, expressed as a percentage.
    Description Optional description of the opportunity.