About the Types Form for Opportunities

This service stores the set of available opportunity types that can appear in the Type drop-down field on the Opportunities record.

Attachments Tab

The Attachments tab lists any files relevant to the Types record.

General Tab

Name (Required)

Specifies the name of the opportunity type.


A description of the opportunity type.

Related Entity

Specifies the name of an entity that corresponds to this opportunity type, if applicable. This field is for tracking purposes only and currently does not drive any system functionality.


Related Topics

Using Sales Force Automation

How to Use Sales Force Automation

Managing Opportunities

Managing Referral Requests

Understanding Sales Force Automation

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