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.