Opportunity History
Opportunity History
Any time a user creates a new Opportunity or changes the Opportunity Stage, Estimated Revenue, or Estimated Close Date on an existing opportunity, a new entry is added to the Opportunity History section. All entries include justification of the change and who made it.
- From the View screen of the Opportunity, click on the Opportunity History tab.
- Each record in the Opportunity History tab denotes a change in at least one of the fields listed above.
Whenever the Opp. Stage changes, the Opportunity Status, and the Estimated Probability are also updated, based on the mapping in the Opp. Stage Configuration.
