Opportunities

The Opportunities module is all about money.  How much, when will it close and who is the customer.  In B2B mode, an Opportunity is linked to an Account as the customer.  In B2C mode, an Opportunity is linked to a Contact as the customer.

The Opportunities module is the main input into the various Pipeline dashlets and dashboard charts.

On Professional and Enterprise editions, if Exchange Server Synchronization is enabled, you will see a Create Exchange Folder field. This field is user-specific and it instructs the CRM to create drop folders on Exchange Server.

Field Description
Opportunity Name The name of the opportunity.
Currency
Account Name
Amount The dollar amount of the opportunity.
Type The type is metadata that helps you organize and group opportunities.
(i.e. Existing business, New business)
Date Closed The date closed.
Lead Source The lead source is metadata that helps you organize and group opportunities.
(i.e. Cold call, Existing customer, Self generated, Employee)
Next Step The next step is metadata that helps you organize and group opportunities.
Team The team or teams that the record is a member of.
Probability(%) The probability is metadata that helps you organize and group opportunities.
Assigned To The user that is the owner of the record.
Sales Stage The sales stage is metadata that helps you organize and group opportunities.
(i.e. Prospecting, Qualification, Needs analysis, Value proposition)
Create Exchange Folder
Campaign Name
Description A description of the record.