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What fields does an opportunity have?
What fields does an opportunity have?
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Written by Training
Updated over a week ago

When you add or access details in an opportunity, the following fields are displayed:

  • Reference: Name or internal number used by the company to identify the customer’s opportunity.

  • Status: The phase corresponding to the status of the account in the sales process (contacted, visited, qualified and quoted, sold or lost).

  • Value: Figure quoted in the sales proposal.

  • Sales Probability: It indicates the percentage likelihood of closing the deal.

  • Sales Forecast: Forecast date of closing the transaction.

  • Opportunity Details: Owner, customer, intermediary or other comments.

  • Origin of the Call: If the call results from campaigns, a database, sales prospecting, etc.

  • Further Information: Commission, opportunity type, quote type, etc.

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