Opportunities View

An Opportunities View has five tabs:

•General tab - for basic information about the Opportunity, including: Opportunity Team; Requirements such as skills, roles and industries; Tasks; Outcomes.

•Contacts tab - for a list of useful Contact names as well as CRM functionality for planning and executing communications with Contacts.

•Links tab - for a list of organizations that may be useful in a marketing sense.

•Documents tab - for creating and archiving documents related to Opportunities.

•Activity History tab - for recording all completed activities that relate to Opportunities.