Opportunity

This page covers the sales opportunity flow. Use it when a customer lead becomes a tracked sales case.

What the screen tracks

Field	Meaning
opportunity_number	System opportunity number
party_name	Customer or party name
title	Short opportunity title
date	Opportunity date
due_date	Due date
expected_close_date	Expected close date
forecast_type_name	Forecast category
opportunity_status_name	Current status
sales_stage_name	Current sales stage
opportunity_type_name	Opportunity type
project_name	Related project
sales_rep_name	Assigned sales rep
probablity	Probability value
projected_total	Projected amount
weighted_total	Weighted amount

The record can also include details, notes, tasks, events, messages, files, and relationships.

How to use it

1. Create the opportunity.
2. Attach the customer and title.
3. Set the dates and stage.
4. Add the expected value.
5. Track follow-up work.

Example

A sales rep creates an opportunity for a new office printer deal. The rep sets the close date, stage, and expected amount. The team then follows the deal until it moves to estimate or order.