The Opportunities service is the primary entry point for the Sales Force Automation application. It stores all relevant information related to an opportunity, its status, and its likelihood for success.
The name of the opportunity.
The type of opportunity. This field links to the Types service (see About the Types Form for Opportunities). Note that at least one Type must be defined to save an Opportunities record.
The name of the marketing campaign that led to this opportunity, if applicable. This field links to the Campaigns service. See Managing Campaigns and Prospects for more information.
If an opportunity is part of a larger opportunity, the name of the parent opportunity appears in this field. This links to another record in the Opportunities service.
Account Manager (Required)
The name of the account manager for the opportunity. This field links to the Employees service.
The name of the person that the original proposal was addressed to. It can also specify the primary contact person for the opportunity. This field links to the Persons service.
The name of the company for whom the proposal was prepared. This is the target company for the opportunity. This field links to the Companies service.
The Attachments tab lists any files relevant to the Opportunities record.
The Comments field contains any additional details relevant to the Opportunities record.
This tab lists all of the known competitors for the opportunity. See About the Competitors Form for details.
This tab lists the contact people and decision makers for this opportunity. See About the Contacts Form for details.
Contact Log Tab
This tab displays all Contact Log records linked to this opportunity. New Contact Logs opened from this tab are automatically linked to the Opportunity, the Person specified in the Opportunities record's top area, and the Company specified in the Opportunities record's top area. See Managing the Contact Log Service for information on working with Contact Log records.
This tab stores additional information about the opportunity.
The name of the person who referred the prospect to the organization.
This field specifies how line items are tracked for this opportunity. The options are either from the Product Category level or from the Product level.
The percentage of the commission that will be paid to the lead account manager if the opportunity is won.
Override Commission Percent
If selected, this option specifies that the calculated commission percent of the lead account manager has been overridden. Note that this field is for tracking purposes only and does not drive any system functionality.
The name of the competitor company who secured the opportunity if it was lost by the organization. This field links to a record in the Companies service.
The name of an earlier opportunity that led to this opportunity, if applicable. This field links to another record in the Opportunities service.
This field links to the Opportunities record created to track the next proposal to the prospect if the customer requested a revision to the current proposal. This field links to another record in the Opportunities service.
This field tracks information about the individual or group that will be making a decision regarding this opportunity. It is a text field not linked to any other services to provide an organization with the flexibility to enter any applicable information in this field and not be tied to one type of record.
Tracks the level of confidentiality required for an opportunity. Options include None, Partial, and Complete. None is the default value for this field.
The details of the confidentiality required for this opportunity if the Confidentiality Level is set to a value other than None.
This tab displays the History records that are automatically generated when a user makes a change to certain fields in the Opportunities record. See About the History Form for details.
Line Items Tab
This tab displays the Line Items records that track the current potential value of the opportunity. See About the Line Items Form for details.
This tab lists all orders related to the Opportunities record. New orders opened from this tab are automatically linked to the opportunity. See Taking Orders for information on entering customer and order information.
This tab lists any partners with whom the organization is working to win this opportunity. See About the Partners Form for details.
This tab tracks any account references provided to the prospect in conjunction with this opportunity. See About the References Form for details.
This tab tracks the employees involved in pursuing this -opportunity and describe the role each plays. See About the Roles Form for details.
Status Reports Tab
This tab lists all status reports associated with the opportunity. See About the Status Reports Form for details.
Requested On (required)
The date the proposal was requested (or when the Request for Proposal (RFP) was received).
Proposal Sent On
The date the proposal was sent to the customer.
Expected Decision Date (Required)
The date on which the customer is expected to make a decision regarding this opportunity's proposal.
Actual Decision Date
The date the customer made the decision about the proposal.
The status of the proposal. The standard options for this field are Open, Won, Lost, On Hold, and Cancelled.
The stage of the proposal. This drop-down field displays the records from the Stages service. See About the Stages Form for details. Note that at least one Stage must be defined to save an Opportunities record.
The source of the proposal, such as a referral, direct mail, or advertisement. This field links to the Sources service. See About the Sources Form.
Acceptance Probability %
The probability that the proposal will be accepted from the account manager's perspective.
Manager Acceptance Probability
The probability that the proposal will be accepted from management's perspective.
This tab lists all sub-opportunities related to the Opportunities record. A sub-opportunity has the current opportunity listed as its Parent.