Description
The Opps Detail screen includes many data fields, and tabs that lead to more information related to the Opp
| Opps/Summary | Opps/Detail | Opps/Pipeline | Accounts | Leads | Issues | Marketing | Admin | Dashboard |
Points of Interest
- the Tabs indicate that there are 3 Notes (which may include attached docs) and 2 total Reminders (1 of which is not yet expired) associated with this Opp.
- Clicking on the tabs leads to more details.
- Opps can include both one-time and recurring revenues
- The Probability field is used to calculate the "weighted" total value
- The Close Date is the estimated date to reach a won/lost decision. For "Won" Opps, the Close Date is the actual date won.


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