General Tab

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Module:  Marketing    

Applet:  Opportunities    

Tab:  General

 


Description: The General Tab. To expose the General Tab, double-click on a field in an Opportunity row.

Field Descriptions Below

Pers_Opp_GenTab

Name

Code - Opportunity (Project) code

 

Name - Name of Opportunity (Project)

 

Firm - Firm name

 

Org Unit - Org unit connected to this opportunity.

 

Lead Info

 

Expected Revenue - Expected revenue to be earned from this opportunity.

 

Win Probability - Probability of winning this opportunity.

 

Lead Source - The source of this Opportunity’s lead.

 

Stage - The current stage of the opportunity.

 

Market Sectors - The market sector for this Opportunity.