Opportunities

Overview

The Opportunities application lets you capture prospect information about a potential customer and an existing customer. You can add contact information, deal information, an estimate, a proposal, proposal templates, and business types, customer sizes, customer sources, and territories.

Refer to the following help topics:

• Approval Processes

  See Approval Routing under Global Features.

  Note:

  You can access the full list of approval processes defined for your account from any of the Expenses, Invoices, Opportunities, Purchases, Resources, and Timesheets application settings. The same approval process may be used for different transaction types across different OpenAir modules.

• Deal Stages

• Proposal Layout

• Templates

• Territories

• Business Types

• Customer Sizes

• Customer Sources

• Notifications

  See Notifications under Global Features.

• Other Settings