Entering Historical Opportunities Manually

To manually enter a historical opportunity, follow this procedure.

This task is a step in Process of Managing Histories and Futures Data.

To enter a historical opportunity manually

1. Navigate to the Histories screen, Histories view.

2. In the Historical Opportunities list, add a record.

3. Complete the fields, as required.

   Some fields are described in the table that follows.

   Field	Comments
   Opportunity	Opportunity name from the Opportunity Capture view.
   Intermediary Account	Name of the secondary account, if any.
   Segment	Customer or market category classification for this opportunity.
   Type	Means of classifying the opportunity, for example, Board Meeting, Job Fair, and so on.
   Event Template	Event template that has been applied to this opportunity.
   Peak # Rooms	Calculated field. The sum of the values of the Peak # Rooms fields of all the quotes associated with this opportunity.
   Contracted Rooms	Calculated field. The sum of the Contracted Rooms fields of all the quotes associated with this opportunity.
   Blocked Rooms	Calculated field. The sum of the Blocked Rooms fields of all the quotes associated with this opportunity.
   Picked Up Rooms	Calculated field. The sum of the Picked Up Rooms fields of all the actualized quotes associated with this opportunity.
   Actual Rooms	Calculated field. The sum of the Actual Rooms fields of all the quotes associated with this opportunity.
   Projected Rooms	Calculated field. The sum of the Projected Rooms fields of all the quotes associated with this opportunity.
   Complimentary Rooms	Calculated field. The sum of the Complimentary Rooms fields of all the quotes associated with this opportunity.
   Locked	Select to make this record read only.

About Locking, Unlocking, and Deleting Historical Opportunities

When the Locked field of a historical opportunity record is selected, the record is locked, becoming inactive and read only. In a record that was automatically created in this view when a quote changed to Definite, Locked is automatically selected.

When a historical opportunity record is locked, it remains visible to users. However, only the creator of that record can unlock and edit it. If record was created in the Histories view, only the user who created the record in the Histories view can lock the record, or unlock and edit it. Additionally, depending on the business model of your company, the ability to lock and unlock records might be limited to users with specific permissions or responsibilities.

When a historical opportunity record is locked, only the system administrator can delete the record.