Opportunity General tab

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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

OpportunityGeneralTabB