Opportunity Records
For information specific to Not-for-Profit (NFP), see Creating a Grant Opportunity.
Use an opportunity record to record all the details of a particular deal you are working on with either a prospect or customer. You can record what items your prospect or customer is interested in purchasing from you. You can also record the expected order value and the date when the deal will likely close. You do not have to attach specific items and forecasted amounts to create an opportunity record.
Sales reps can use opportunities to record the build-up to a deal. For example, reps can attach related tasks, events, files, notes, and messages from the customer. These attachments provide a complete view of the deal as it evolves. Reps can also track competing companies as well as provide reasons why they won or lost the deal.
Opportunities appear in sales forecast reports and open opportunities reports. When an estimate is created from an opportunity record, NetSuite includes the estimate in the forecast instead of the opportunity. If multiple estimates are created from the same opportunity, you can specify on the estimate record which one you want included in the forecast.