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The Opportunity window lets you toggle between the summary information and line detail level entry of an opportunity. To toggle between the summary and the line detail, choose the Summary/Detail button on the toolbar, or choose the Summary/Detail button on the Opportunity window.

Company Name: The name of the company.

Account Code: The account code.

City: The city in which the company resides.

Main Interest: A free-form text description of the driving force behind the opportunity.

Status: Select from the list of values.

Revenue Amount: The total dollar amount of revenue credit being received for this opportunity.

Quota Credit: The total amount of quota (nonrevenue) credit that the current sales representative receives for this opportunity.

Channel: Select from the list of values.

Opportunity Num: A unique number identifying the opportunity.

   To enter a new opportunity:

1. Select the Opportunity tab.

2. Enter company name and account code. Entry in these fields are required. In addition, the following fields can be used:

Main Interest: This is for notes about the opportunity. This field is a required entry.

Currency: This lets you select from the list of values.

If your implementation team decides that the Win Probability field determines the status, then you may not be able to select a value for the Status field. It will be automatically entered once you select a win probability.

3. Choose Save on the toolbar to add the new opportunity details to the database.

   To enter more details about the opportunity:

1. Enter more information about an opportunity in the Main Interest field.

2. Choose Save on the toolbar to add more opportunity details to the database.