Opportunity Fields

Fields

All fields below must be in ‘Edit’ mode. Clicking the ‘Save’ button will commit the changes. Clicking the ‘Cancel’ button will exit the details screen of the opportunity with no changes and redirect back to the Opportunities summary screen.

Name

• Description: Name or description of the opportunity.
• Type: Free text field.
• Entry: Manual entry.
• Status: Mandatory field.
• Editability: This field can be changed in ‘Edit’ mode.

Select Account

• Description: Account associated with the opportunity.
• Status: Mandatory selection.
• Entry: Dropdown field.
• New Opportunities: User must select an account from the dropdown field.
• Existing Opportunities:
  • If accessed through the “Accounts” module, this account will already be populated with the selected account.
  • The account field will be greyed out in both edit and view modes for existing opportunities, making it non-editable.

Stage

• Description: Assign a stage to the opportunity.
• Default Value: First order of the set of values for the opportunity stage defined in the configuration module.
• Status: Mandatory selection.
• Editability: This field can be changed in ‘Edit’ mode.

Amount

• Description: Numeric value with 2 decimal places.
• Type: Optional field.
• Entry: Manual entry.
• Editability: This field can be changed in ‘Edit’ mode.

Probability %

• Description: Numeric integer value from 1 - 100.
• Type: Optional field.
• Entry: Manual entry.
• Editability: This field can be changed in ‘Edit’ mode.

Closed Date

• Description: Date selection.
• Type: Optional field.
• Entry: Calendar pop-up.
• Exception Message: When a date is selected, an exception message pop-up will appear with the following message:
  • Message: ‘Assigning a Close Date requires you to close out your opportunity with a ‘Close’ out stage defined in your sales flow.’
  • Option: Continue (closes the exception message).
• Editability: User can select a date regardless of changing the current stage, and this can be changed in ‘Edit’ mode.

Contacts

• Description: Select a contact associated with the Account (from the Contacts widget in the Account’s details).
• Conditions:
  • Contact dropdown options are available after an account has been selected.
  • Contact names are specific to each Account.
  • If more than one contact exists, the user can select one contact.
  • If only one contact exists, it is the default selection.
• Editability: This field can be changed in ‘Edit’ mode.

Lead Source

• Description: Select one Lead Source value defined by the configuration module.
• Type: Optional field.
• Editability: This field can be changed in ‘Edit’ mode.

Branch

• Description: Select among the Branches registered in the Softbase system.
• Entry: Dropdown field.
• Editability: This field can be changed in ‘Edit’ mode.

Department Name

• Description: Select a department name related to the selected Branch.
• Source: Results are pulled from the Softbase System.
• Type: Optional field.
• Editability: This field can be changed in ‘Edit’ mode.

Description

• Description: Free text field for the description of the opportunity.
• Type: Optional field.
• Editability: This field can be changed in ‘Edit’ mode.