Opportunities Tab - Account Detail view

You can view information about the opportunities linked to the selected account. Information displayed on the Opportunities tab includes, the opportunity name, status, potential, probability and number of days that the opportunity has been open. You can also create a new opportunity for the account.

If the Opportunities tab does not appear in the Detail view, click More Tabs to access the list of available tabs. Select Opportunities and drag it into the tab area or into the user-defined area of the Detail view.

The Opportunities tab displays the following information:

Open - Displays the number of opportunities and the total potential of all open opportunities for the account.
Closed-Won - Displays the number of opportunities and the total potential of all closed and won opportunities for the account.
Closed-Lost - Displays the number of opportunities and the total potential of all closed and lost opportunities for the account.
Inactive - Displays the number of opportunities and the total potential of all inactive opportunities for the account.

To add

Click the Insert New Opportunity button.

The Insert Opportunity dialog box opens.

Enter opportunity information in the boxes.
Click OK.