Opportunity General tab |
Top Previous Next |
The Opportunity General tab is for viewing and editing the following information about an Opportunity: •Opportunity Code or Description •Optional Client name •Optional Office or Branch location that is managing the Opportunity •Optional Manager name of the User who is managing the Opportunity (see also Opportunity Team) •Lead Contact at the Client •Type of Opportunity •Opportunity Status •Lead Quality •Strategic Fit •Client Interest •Estimated Value •Close Probability •Est(imated) Close Date •Opportunity Comments •Milestones •Opportunity Team •Requirements •Tasks •Opportunity Outcome
Example: Opportunity General tab |