General Tab (Opportunities Detail) Marketing>Opportunities

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Overview

The General Tab contains many of the fundamental fields involved in the setup of Opportunities.

Field Descriptions

Below are field descriptions for the General Tab.

** Indicates a required field

Name

•	Active - Check this box to make this an active firm.

•	** Code - Unique Code of the Firm.

•	** Name - Name of the Firm.

•	** Firm - Firm assigned to this Opportunity.

•	Org. Unit - Organizational Unit assigned to project. More on Organizational Units

Opportunity Info

•	Stage - Marketing Stage that the Opportunity is currently at. A User Defined Field. The Stage list is managed under Administration>List Management>Lead Stages.

•	Lead Source - Lead Source of the Opportunity. A User Defined Field. The Lead Source list is managed under Administration>List Management>Lead Sources.

Chat Handle

•	Chat Handle - User handle for instant messaging applications like Slack, Skype, etc.

Opportunity Dates

•	Start - Anticipated Start Date of the Opportunity.

•	End - Anticipated End Date of the Opportunity.

•	Proposal Due - Estimated Due Date of the Proposal.

•	Expected Close - Estimated Close Date.

Market Sectors

•	Market Sectors associated with the Opportunity. More on Market Sectors