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### 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 customise your application in a variety of ways, such as changing names for record types, fields, and options in drop-down lists. Therefore, the information that you see on-screen 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.
Field | Description
--- | ---
Key Opportunity Information
Opportunity Name | Name for this opportunity.
Account | Account linked to this opportunity.
Parent Opportunity | The parent opportunity that is linked to this opportunity.
Sales Stage | Stages in the sales process, such as Qualified Lead, Building Vision, Short List, Selected, Negotiation, Closed/Won or Closed/Lost. NOTE: When the sales stage changes, the value in the Probability percentage field is automatically updated to the default probability value for the new sales stage unless you use the Mass Update feature to change the sales stage. If you use the Mass Update feature to change the value in the Sales Stage field on one or more records, then the value in the Probability percentage field on the records is not updated to the default probability percentage for the new sales stage.
Next Step | Next action that needs to be accomplished for this opportunity.
Revenue | The amount of revenue for the opportunity. The default value is zero. This value affects the forecasts for opportunity revenue. NOTE: Any default or post default values that are specified for this field are ignored.
Close Date | The expected date for the opportunity to close. This is a required field. In the standard application, when you create an opportunity, the default value in the Close Date field is today's date. Your administrator can specify a different default value for the field or can configure the field so that it is blank when you create a new opportunity. If the field is blank, then you must update it. The close date is used in generating forecasts.
Forecast | If this check box is selected, it indicates that the opportunity is to be included in the forecast revenue calculation.
Sales Detail Information
Status | Status of this opportunity, such as Pending, Lost, or Won.
Priority | Priority level for this opportunity, such as High, Medium or Low.
Lead Source | 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, Website or Other.
Source Campaign | The campaign that generated the opportunity. If the opportunity is created through the lead conversion process, this field is automatically populated from the Campaign field on the lead record. If the opportunity is created by a user, the user can enter the information in this field.
Probability % | A 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 is based on the default probability value for the selected sales stage. You can change the value in the Probability percentage field, if needed, to better reflect your particular opportunity while it is in that sales stage. However, when you select a new sales stage for the opportunity, the value in the Probability percentage field is automatically updated to the default probability value for the new sales stage. NOTE: If you use the Mass Update feature to change the value in the Sales Stage field on one or more opportunity records, then the value in the Probability percentage field on the records is not updated to the default probability percentage for the new sales stage. If you want the probability percentage on the opportunities to change when the sales stage is updated, then you must update the sales stage on each record individually or through Web services.
Expected Revenue | 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.
Reason Won/Lost | 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.
Additional Information
Owner | The owner of the opportunity record. Generally, the owner of a record can update the record, transfer the record to another owner, or delete the record. However, your company administrator can adjust the access levels to restrict or expand a user's access. The value in the Owner field affects which records are included in reports that you or your managers run in the Analytics pages. You can share opportunity records with other users through the Opportunity Team or Account Team pages. For information about sharing records with other users, see Sharing Records (Teams). Depending on the record ownership mode that your company administrator sets up for the record type, you might see the Owner field, or the Book field, or both of these fields on the record Detail page, and one or both of the fields might be blank. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership.
Reassign Opportunity | Indicates that the opportunity should be reassigned. If your company administrator has set up opportunity assignment rules, then selecting this field triggers the assignment manager in Oracle CRM On Demand to process the opportunity again and assign it according to the rules. The assignment manager can reassign records only to users. It can reassign records only if the record type is configured in the user mode or mixed mode of record ownership. The assignment manager cannot reassign records if the record type is configured in book mode. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership. 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.
Description | Additional information about the opportunity. For example, include the product interest (500 parts) and the account (Acme Ltd.) in the opportunity description. This field has a limit of 16,350 characters.
Address | The name of the address of the opportunity. This field is not available by default, but your administrator can add it to the Detail page layout. Your administrator can also optionally add the individual address fields to the page layout. If the individual fields for the opportunity address are displayed, then they are read-only.
Account Address | The name of an address from the account that is linked to the opportunity. This field is not available by default, but your administrator can add it to the Detail page layout. Your administrator can also optionally add the individual address fields to the page layout. If the individual fields for the account address are displayed, then they are read-only.

Published August 2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.