Box
Description/Action
Opportunity
The name given to the opportunity when it was added. For example, an opportunity name could be: XYZ Company Headquarters-Phase 1.
Account
The account targeted for the opportunity. Click the hyperlink to go to the Account Detail view.
Acct. Mgr.
The individual in your company who is responsible for the account. Click the Find button to find the person or team within your organization that manages the account.
Reseller
The reseller that is associated to the opportunity. Click the Find button to select a reseller.
Est. Close
The date the opportunity is estimated to close. Click the Calendar/Time button to select a date, and then click OK.
Close Prob.
The likelihood that a sale will close. Click the ellipsis button and select an item from the list.
Status
Status of an opportunity. Your company defines the opportunity status list. Click the ellipsis button and select an item from the list.
Add to Forecast
Indicates whether this opportunity will be included in forecast reports.
Comments
Additional information about the opportunity.