| Opportunities Information | |
| Name | Name of the Opportunity. |
| Sales Stage | select sales stage from predefined list. |
| Customer | Select customer from predefined list. |
| Probability | Set the potential amount. |
| Contact | Select contact from predefined list |
| Type | Select the type of opportunity from predefined list. |
| Lead source | Select lead source from predefined list . |
| Close Date | Choose estimate closed date from calendar picker. |
| Next step | Enter the text for closed deal |
| Assigned to | Select employee, who this opportunity will be assigned to, by default, it is assigned to the person creating the opportunity. |
| Campaign | Search and select the type of sale (or) Create a new campaign with click of “Add New icon”. |
| Description | Description about opportunities. |
| Company Information | |
| Territory | Territory of the opportunity. You can select territory from pre defined list with click of “Search” field. |
| Market | Market of the opportunity. You can select market from predefined list or create new market with click of “Add New” in drop down box. |
| Segment | Segment of the opportunity. You can select segment from predefined list or create new segment with click of “Add New” in drop down box. |
Opportunities Attributes was last modified: March 19th, 2018 by
