Overview of Opportunity Record Details

Salespeople can capture opportunity information, such as customer (account) and the products they want to purchase. They use guided sales methods and sales stages to step the opportunity to its eventual conclusion.

Here's a summary of the predefined opportunity record details that appear on your opportunities saved search list page:

Field	Description
Win Probability	Displays the likelihood (in percent form) of winning the opportunity. You manually set the win probability at the opportunity level for the sales stage. If you don't want your sales stages to control opportunity win probability, make sure that no value exists in the win probability field. When you move an opportunity from one sales stage to the next, the opportunity-level win probability increases to reflect the progress of the opportunity. The win probabilities of all product lines that are in sync with the opportunity-level win probability also change to match the opportunity-level probability.
Name	Displays the name of the opportunity record.
Account	Displays the account (for example, a customer or prospect) associated with the opportunity.
Amount	Displays the revenue amount of the opportunity.
Close Date	Displays the expected close date of the opportunity. You can predefine the number of days to add to the application date when determining the default opportunity close date. The close date defaulting logic follows this precedence. If set, use the Close Window value on the sales method Or else, use the value of the Opportunity Close Date Default (MOO_DEFAULT_CLOSE_WINDOW) profile option Or else, leave the Close Date blank
Sales Stage	Displays the sales stage of the opportunity. The sales stages divide the opportunity sales cycle into sales stages such as: Qualification Discovery Presentation Agreement Negotiation Closed You can employ your company's sales methodology using a sales method that's automatically associated with the opportunity when it's created. The sales method contains several sales stages that salespeople progress as the opportunity matures.
Primary Contact	Displays the primary contact associated with the opportunity. You can specify a contact's role, affinity, and influence level on an opportunity. Note: The contacts panel indicates the Do not Email and Do not Call status of the primary contact if your sales administrator has selected to display this feature.

Opportunity Record Actions

Here are the actions you can take from the opportunity Actions menu (three horizontal dots icon):

• Add Products

• Create Task

• Create Appointment

• Create Note

• Save and Run Assignment

• Send Email

Access these opportunity record actions from the Action Bar.

Add	Update	Filter	Action
Add Contact Add Competitor Add Lead Add Products Add Partner Add Team Member	Update Account Update Close Date Update Name Update Owner Update Primary Contact Update Sales Channel Update Status Update Stage Update Win Probability	Filter All Communication Filter Appointments Filter Email Communication Filter Field Changes Filter Notes Filter Phone Communication Filter tasks	Attach Call Copy Opportunity Delete Log a Call