Opportunity Fields
Use the Opportunity Edit page to add an opportunity or update details for an existing opportunity. The Opportunity Edit page shows the complete set of fields for an opportunity.
TIP: You can also edit opportunity information on the Opportunity List page and the Opportunity Detail page. For more information on updating records, see Updating Record Details.
NOTE: Company administrators can customize your application in a variety of ways, such as changing names for record types, fields, and options in drop-down lists. Therefore, the information you see onscreen might differ from the standard information described in this table.
CAUTION: Information you enter for opportunities can affect the revenue forecasts for your company.
The following table provides additional information regarding some fields.
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Field
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Description
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Key Opportunity Information
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Opportunity Name
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Name for this opportunity.
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Account
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Account linked to this opportunity.
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Sales Stage
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Stages in the sales process, such as Qualified Lead, Building Vision, Short List, Selected, Negotiation, Closed/Won, or Closed/Lost.
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Next Step
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Next action that needs to be accomplished for this opportunity.
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Revenue
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Amount of opportunity. Affects forecasting.
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Close Date
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Expected date for opportunity to close. The value defaults to Created date. This date is used in revenue forecasting, so it is important to change the default to the expected close date.
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Forecast
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Indication to include this opportunity in the forecasting calculation, if other criteria are met.
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Sales Detail Information
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Status
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Status of opportunity, such as Pending, Lost, or Won.
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Priority
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Priority level for this opportunity, such as High, Medium, and Low.
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Lead Source
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Category of the primary source, such as Advertisement, Direct Mail, Email, Event - Seminar, Event - Trade Show, Event - Other, List - Purchased, List - Rented, Partner, Referral - Employee, Referral - External, Web Site, or Other.
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Source Campaign
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The campaign that generated the opportunity. This field is automatically populated during the lead conversion process or specified by the user when a new opportunity is created.
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Probability %
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Percentage that reflects the confidence you have that the deal will close with the specified revenue on the specified close date. The Probability percentage field defaults to a value related to the selected Sales Stage.
You can change the value, if needed, to better reflect your particular opportunity while it is in that Sales Stage. However, when the Sales Stage changes, the value in the Probability field again defaults to the value related to the new Sales Stage.
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Expected Revenue
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A currency value that is calculated based on the Revenue field multiplied by the value in the Probability percentage field. A lower percentage in the Probability field reduces the expected value that is included in your revenue forecast.
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Reason Won/Lost
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Reason for opportunity being won or lost, such as Installed Base, Price, Relationship, Track Record, No Current Project, No Budget, Not Qualified, Lost to Competition, Lost to No Decision, or Other.
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Additional Information
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Modified By
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Name of the person who created or last updated the opportunity record followed by the date and time of the update.
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Owner
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Person assigned to this opportunity. Generally, the owner can update record details, transfer the record to another owner, or delete the record. However, access levels can be adjusted to restrict or expand a user's access.
This value affects which records are included in reports you or your managers run (from Reports and Dashboard pages).
Each record has only one owner. However, opportunity records can be shared with other users through Opportunity Team or Account Team pages. For instructions, see Sharing Records (Teams).
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Reassign Opportunity
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Indicates that the opportunity should be reassigned. If your company administrator has set up opportunity assignment rules, selecting this field triggers assignment manager to process the opportunity again and assign it according to the rules.
NOTE: The processing time for reassigning records can vary depending on the complexity of your company's assignment rules, the number of records to be reassigned, and the current system load. In the case of opportunities, the processing time is also affected by the number of opportunity team members, and the number of accounts and contacts associated with the record. The owner name changes when the record is reassigned.
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Primary Contact ID
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Identifies the primary contact for the opportunity.
NOTE: In releases earlier than Release 14, this field was called Key Contact ID.
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Description
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Additional information about the opportunity. For example, include the product interest (500 parts) and the account (Acme Corp.) in the opportunity description. Limit of 2,000 characters.
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