Opportunity Ribbon
This table describes the buttons on the ribbon of the standard opportunity workspace.
| Group/Button | Description |
|---|---|
| Editor | |
| Undock | Click this button to undock the opportunity editor from the console and display it in a separate window. |
| Save | |
| Save | Click this button to save the opportunity you are currently
editing or adding. The opportunity remains open. When you save an opportunity, it is evaluated by the rules engine. If your administrator added opportunity rules and the opportunity matches one or more of those rules, it is possible that the opportunity can be modified by rule actions when you save it. |
| Save and Close | Click this button to save the opportunity you are currently editing or adding. The opportunity closes. |
| Actions Note: With the exception
of the New button, the buttons in this group are not active until
after you save the opportunity you are adding. |
|
| New | Click this button to add an opportunity. See Add an Opportunity. |
| Refresh | Click this button to refresh the opportunity. |
| Forward | Click this button to forward the opportunity. |
| Click this button to print the opportunity. | |
| Copy | Click this button to copy the opportunity. |
| Delete | Click this button to delete the opportunity. See Delete an Opportunity. |
| Proofing | |
| Spell Check | Click this button to spell check the opportunity. |
| Related Activities | |
| Reject | Click this button to reject the lead. See Reject a Lead. |
| Appointment | Click this button to create an appointment in Microsoft Outlook. |
| Links and Info | |
| Links | Click this button to select a URL from the list of links added by your administrator. |
| Info | Click this button to see details about the opportunity, including its ID, when it was created and by whom, and the date it was last updated and by whom. If the opportunity is in a rules state or has an escalation level, that information also appears. |