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're working on with either a prospect or customer. You can record what items they're interested in purchasing, the expected order value, and the date when the deal will likely close. You don't have to attach specific items and forecasted amounts to create an opportunity record.
Sales reps can use opportunities to track the build-up to a deal. For example, reps can attach related tasks, events, files, notes, and messages from the customer. These attachments give a complete view of the deal as it evolves. Reps can also track competitors and provide reasons why they won or lost the deal.
Opportunities appear in sales forecast reports and open opportunities reports. When you create an estimate from an opportunity record, NetSuite includes the estimate in the forecast instead of the opportunity. If you make multiple estimates from the same opportunity, you can specify on the estimate record which one you want included in the forecast.