Add and view the details of an opportunity

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read

    • Use the Details tab to add and view information about your opportunity, including the source and competitor.

    Before you begin

    Role required: sales_agent

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Opportunity > All and select your opportunity.
    3. Fill in the information on the Details tab.
      Table 1. Opportunity Details tab
      Field Description
      Number The system-generated number of the opportunity.
      Account Company name of the customer account.
      Contact Name of the individual in the company that you interact with.
      Sales Cycle Type Type of sales, for example NEWCUST, RENEW, or UPSELL.
      Stage Phases of the opportunity. For example, Qualify, Develop Propose, Negotiate, Closed-Won or Closed-Lost.
      Owner Sales agent or sales representative assigned to this opportunity.
      Short Description Brief description of the opportunity.
      Description
      Primary Quote
      Industry Name of the industry. For example, Telecommunications or Manufacturing or Healthcare or Banking.
      Estimated Deal Size Amount of potential opportunity.
      Probability % Estimated percentage of the sales opportunity's success.
      Amount
      Note:
      If an opportunity doesn’t have any line items, then the amount picks up the same value as the Estimated Deal Size. When opportunity line items are added, the amount value changes as the value is picked up from Total TCV.
      Weighted Amount Total revenue adjusted by the probability percentage.

      The Weighted Amount for an opportunity is calculated by multiplying the Probability % with the Amount. For example, if the probability percentage for an opportunity is 10 (0.1%) and the amount is 100$, the weighted amount is 0.1 X 100 = 10.00.
      Opportunity Group
      Lost To Name of the competitive customer to whom this deal is lost to.
      Source Name of the source this opportunity information is gathered from.
    4. Fill in the following fields in the Pricing section of the Details tab.
      Note:
      The Total MRR, Total ARR, Total ACV, and Total TCV fields are calculated automatically based on the value of the opportunity line items associated with an opportunity.
      Table 2. Opportunity Pricing section
      Field Description
      Currency Currency of the price list, for example USD for US dollars.
      Price List Default price list for the opportunity.
      Term (months) Subscription period of the opportunity line item.

      The default term is 12 months.
      Total one-Time Price Total price of all one-time products or services in the opportunity.
      Total MRR Total monthly recurring revenue (MRR) amount for all recurring products and services.
      Total ARR Total annual recurring revenue (ARR) amount for all recurring products and services each year.
      Total ACV Total annual contract value (ACV), which is the yearly amount revenue for all products and services from a customer contract.
      Total TCV Total contract value (TCV), which is the total amount of revenue from a customer contract expected over the lifetime of the contract.
    5. Select the customer's preferred mode of communication.
      • Do Not Call
      • Do Not Email
      • Do not Share
    6. In the System Information section of the Details tab, fill in the required fields with information about when the opportunity was created and by whom and enter any related Work Notes.
    7. Select Save.

    What to do next

    Use the Product Catalog tab to add products to your opportunity.