Adding Opportunity Details

End users can add details specific to commercial lending, equity, fixed income, advisory, and lending syndicate opportunities in the Opportunities Details view tab.

To add specific opportunity details

1. Navigate to the Opportunities screen, and then the Opportunities List view.

2. In the Opportunities list, drill down on the opportunity, and click the Opportunity Detail view tab.

3. Select one of the following links:

   • Advisory

   • Commercial Loan

   • Equity

   • Fixed Income

   • Lending Syndicate

4. In the appropriate lists, add a record and complete the necessary fields.