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Plan Opportunity Fields

Use the Plan Opportunity Edit page to add a plan opportunity or update details for an existing plan opportunity.

TIP: You can also edit plan opportunities on the Plan Opportunity List page and the Plan Opportunity Detail page. For more information on updating records, see Updating Record Details.

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

The following table provides additional information regarding some of the plan opportunity fields.

Field

Description

Plan Opportunity Information

Business Plan

The business plan that is associated with this plan opportunity record. Click the Lookup icon to select the business plan. (Required.)

For more information on business plans see Business Plans.

Opportunity

The opportunity in Oracle CRM On Demand that is associated with this plan opportunity record. Click the Lookup icon to select the associated opportunity. (Required.)

For more information on opportunities, see Opportunities.

Opportunity: Account

The account associated with opportunity. (View-only.)

Opportunity: Close Date

The expected close date associated with the opportunity. (View-only.)

Opportunity: Forecast

If this check box is selected, it indicates that the opportunity is to be included in the forecast revenue calculation. (View-only.)

Opportunity: Owner

The information from the Owner field in the opportunity record. The owner is the person who is assigned to this opportunity. (View-only.)

Opportunity: Revenue

The potential revenue associated with the opportunity. (View-only.)

Related Topics

See the following topics for related information about plan opportunities:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.