| Field |
Description |
| Opportunity Name |
Name of the Opportunity, i.e. a short description entered by the user for the Opportunity. |
| Party |
The account/lead against whom the Opportunity will be created. A picker is provided against this field, which will throw up the Find Account/Lead popup with various search fields. |
| Opportunity Prim Contact |
The primary contact for the Opportunity. |
| Source |
Source of the opportunity
Ex: Google Ad Words, LinkedIn Marketing, etc. |
| Component |
Customer, Field Services, Campaign, Lead |
| Campaign |
Name of the Campaign to which the Opportunity is tagged. |
| Next Step |
Description of next task in closing opportunity. |
| Opportunity Owner |
Owner of the Opportunity. It will have defaulted to the creator of the Opportunity; it can be updated manually by the user. |
| Opportunity Currency |
Currency corresponding to the Est. Revenue (O-CCY).
The LOVs are derived from the Preferred Currency lookup configured in Admin. |
| Est. Revenue (O-CCY) |
The revenue expected on winning the opportunity is in the Opportunity currency.
Only whole numbers are allowed. |
| Opportunity Stage |
Stage of the Opportunity. The user can change the Stage as it progresses. |
| Est. Close Date |
An estimated date by which the opportunity may be closed. You can enter a date or choose a date from the calendar that displays when you put your cursor in the field. |
| Product Catalog |
Name of the Catalog for the Opportunity |
| Product Category |
Name of the Product Category of the Opportunity |
| Product Sub Category |
Name of the Product Sub Category of the Opportunity |
| Product |
Name of the Product of the Opportunity |
| Description |
Long description of the opportunity as entered by the user. |
| Probability |
The likelihood that an opportunity will close, is stated as a percentage. The probability value is always updated by a change in the stage value. |
| Change Note |
Justification for changes in the fields Opportunity Stage, Estimated Revenue, or Estimated Close Date. |
| Created By |
The user who created the opportunity (Read-only). |
| Created On |
The Opportunity creation date and time (Read-only). |
| Modified By |
The user who last modified the opportunity (Read-only). |
| Modified On |
The date and time of the last modification of the opportunity (Read-only). |
| Closed By |
The user who closed the opportunity (Read-only). |
| Closed On |
The Opportunity closure date and time (Read-only). |
