Opportunity detail view

You can access the detailed view of an opportunity by clicking in the Opportunity Summary click on the magnifying glass icon next to the appropriate opportunity.

1Tool | Opportunities detail view

All detailed information about your sales opportunity is displayed here. In addition to the basic data such as turnover, probability of success, sales opportunity phase, etc., you can also display information such as contact data, tasks, appointments or comments. You can determine this view individually and therefore adapt it optimally to your everyday work and your needs. You can find out how to make this adjustment here.

In order to be able to enter or change information such as phase, source, etc., you must define this in advance in your master data. Instructions for this can be found under the points Opportunity Stages and Sources – Opportunities.

1Tool | Opportunities detail view2 1

In addition, you can perform the following functions directly from the opportunity detail view:

1Tool | Screenshot 2017 10 11 at 16.29.27:XNUMX:XNUMX Delete Opportunity
1Tool | Screenshot 2017 10 11 at 16.29.43:XNUMX:XNUMX Edit Opportunity
1Tool | Screenshot 2017 10 11 at 16.29.53:XNUMX:XNUMX Create an opportunity project