Opportunities
A list in CRM → Sales.
Where to find it
Address in the console: /crm/opportunities
List · 7 columns · 2 actions
Records here are not deleted. Where something must be undone it is reversed or superseded, so the trail survives.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Opportunity | Code | opp_no |
| Name | Text | name |
| Account | Text | account_name |
| Stage | Status | stage |
| Amount | Amount | amount |
| Prob % | Number | probability |
| Close | Date | close_date |
What you can do here
Advance stage primary
Closed won checks the account credit limit. It raises a draft customer invoice only when Runtime Settings > Sales says to; otherwise invoice the sales order.
Asks for: Target stage* Loss reason (required for closed lost)
Forecast category
Forecast this deal in a different category from the one its stage implies
Asks for: Category Why
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.