---
sourceDocument: Australia Sales and Order Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/order-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Sales and Order Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Opportunity form in Outlook

# Opportunity form in ServiceNow CRM for Outlook add-in {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Field descriptions for viewing or editing an opportunity record from the ServiceNow CRM for Outlook add-in.
{#opportunity-fields-outlook__opportunity-fields-table__entry__2}

| 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 {#opportunity-fields-outlook__ul_a5r_ynx_h3c} |
| Industry | Industry associated with the opportunity. The available options are: * Manufacturing * Healthcare * Technology Services * Banking * Bio-Technology * Telecommunications {#opportunity-fields-outlook__ul_vrw_f4x_h3c} |
| Account | Account associated with the opportunity. 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 {#opportunity-fields-outlook__ul_azh_k4x_h3c} |
| 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 | Detailed description of the opportunity. |
[ ]

{#opportunity-fields-outlook__opportunity-fields-table}
**Zugehörige Tasks**   

* [Associate an email with an existing CRM record](https://servicenow-prod.fluidtopics.net/Qp8ehGYKJN6IbAidt63N2w "Link an email to an existing lead, account, contact, or opportunity record directly from Microsoft Outlook. Associating emails with CRM records helps maintain a complete engagement history without switching between applications.")
* [Track emails linked from Microsoft Outlook](https://servicenow-prod.fluidtopics.net/oyz_o0jkh59wUcCysWVU5A "View emails that have been linked to CRM records using the Microsoft Outlook add-in from the Staged Email [sys_email_staging] table for auditing or troubleshooting.")
* [Create a CRM record from Microsoft Outlook](https://servicenow-prod.fluidtopics.net/VsbfyTwpwI99fDh1x0yyXQ "Create a new lead or contact record and associate an email to it directly from Microsoft Outlook, enabling you to capture new prospects without leaving your inbox.")