Viewing the details of an opportunity

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Use the details tab to add more information about your opportunity including the source and competitor.

    Before you begin

    Role required: sales_agent

    Procedure

    1. Select the opportunity that you’re working with from the Opportunity List window.
    2. Fill in all the information on the Details tab.
      Table 1. Opportunity details tab
      Fields Descriptions
      Industry Name of the industry. For example, Telecommunications or Manufacturing or Healthcare or Banking.
      Assignment Group Name of the customer to which the created opportunity is applicable.
      Assigned To Name of the agent to whom the opportunity is assigned.
      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.
      Rating Rating of the opportunity based on the product demand in the market.
      Budget Type Mention the budget type.
      Estimated Closed Date Estimated date of closing the opportunity.
      Actual Closed Date Actual date of closing the opportunity.
      ARR Annual revenue of the product opportunity.
      Opened By Name of the person who has opened the opportunity.
      Created Date of the opportunity creation.
      Price List Default price list based on the opportunity created.
      Total One-Time Price Total one-time price of the product offering included in the opportunity.
      Total Monthly Recurring Price Total monthly recurring price of the product offering included in the opportunity.
      Total Annual Recurring Price Total annual recurring price of the product offering included in the opportunity.
      Note Any additional information for the opportunity.
    3. Select Save.

    What to do next

    Use the Product Catalog tab to add products to your quote. See for more information.