Entering Opportunity Details

Entering Opportunity Details

Once the Opportunity Company and Contact information has been saved, the user can move on to the Opportunity Detail frame in the upper right hand corner.

Within the Opportunities frame, the Opportunity No field will be populated with a default sequential value.  The default Opportunity Stage of INITIAL will be populated, with the default Name of New Opportunity.

Users can over-ride the default Opportunity Stage of INITIAL by selecting the appropriate stage code from the list of values.  Stage codes are defined by an Administrator at Maintenance> Codes> Opportunity Stage Codes.

Users can also assign a distinct value for Opportunity Name (50 characters) and Opportunity Description (1000 characters).

The primary Opportunity contact can be updated using the list of values to pull from the contacts that have been established for the Opportunity Company.